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Creating a New User Account

ILR uses its own set of user roles and permissions, separate from other OneFile products. If a user already has a OneFile Keychain account, adding a ILR account will simply link ILR to their existing Keychain. If not, ILR will initiate the Keychain setup process automatically.

Tip: You can create user accounts if you are logged in as a:

  • Project Admin
  • Provider Admin
  • Site Admin
    Provider and Site Admins can only grant access to areas they themselves have access to.

Steps to Create a New User

  • Log in to Tracker with your Project Adminrole.

    If already logged in, select Project Admin from the User Role dropdown at the top of the screen.

  • Expand the Project Admin menu on the left-hand side and click User List.
  • Click the New button in the bottom-left corner.
  • Enter the minimum required personal details:
    • First Name
    • Surname
    • Email Address
  • If the user will be an Assessor linked to your Eportfolio system, tick the Assessor box.
  • Select a User Role from the list on the right and click Add New Role.
  • If the selected role includes additional permissions (e.g., access to specific Providers or Sites), configure these by ticking the relevant boxes.
  • Click Save.

✅ If the user already has a Keychain account, Tracker will now appear as an available product.
If not, the user will receive an email with instructions to set up their Keychain security credentials.

J
Jade is the author of this solution article.

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