Any person who has contact with the system, whether an Administrative User, a Child Care Account Owner, a person attending an Enrichment Course or an Instructor/Vendor, will need to have a People record in the system also known as a profile.
When you add a person from the Administrative side and input an email address, they will automatically receive a system generated email with the subject line of Welcome. It includes a button Verify Your Email which needs to be verified to access their Eleyo account online for future registrations, etc.
Before creating a new record, it is recommended to search the database first to ensure that you are not creating a duplicate record for any person. To search the People records, perform these steps:
- Point to Contacts.
- Select People.
- Type the person's name in the blue search box. Tip: You can start your search with the last name then select Search. This will alleviate any confusion on variations of first names (i.e., Tom, Thomas, Tommy). You can also search by email address or phone number.
- If the person has an existing record in the system, it will be displayed in the list view. Staff can select Show User to view the details.
- If the person does not exist in the system, you will receive a No Results Found message.
If the person does not exist, you can follow the steps below to add a new unique People record. When staff are creating that profile, the minimum fields that need to be completed are First and Last Name. If adding a user for the purposes of collecting a payment, it can be helpful to have a contact phone number or email in case there are any issues with that payment but that is optional. When adding a new email address in a profile, the person will receive an automated email to verify that email address and set a password for their login.
- Point to Contacts.
- Select People.
- Select Add User.
- Complete the New User Form entering as much contact information as possible.
- Select Create.