Personify + Scorecard Member Lookup

Overview

The Scorecard member lookup option is available for the ‘Authors’ task and allows a submitter to search for an author in the customer's membership database.

Description

Member lookup can be required or optional. The submitter will see a search box to look up a user (using the supported lookup method listed below). The search will return a list of applicable users with first name, last name, and email address. The submitter can select a user from the list to add as an author on their submission. 

If you make the lookup required, this is the only way to add an author. The submitter will still see the text fields to manually enter an author but they'll be greyed out and inaccessible. If you make the lookup optional, the submitter can manually add an author's first name, last name, and email address. 

You can set up 'Multi-Author Complete' so once added, the author would receive an automated email with a unique link to log in and complete their designated tasks. 

Considerations

• Member Privacy & GDPR: You are exposing member information (i.e. First Name, Last Name, Title, Organization, City, State). You can decide what information is exposed in the lookup; however, when the member is added to the submission, the submitter can view all member profile fields that have been mapped (i.e., email, memberID).
• Accuracy: You can’t guarantee the submitter selects the right user, especially if there are duplicate accounts in your membership system.
• User Experience: If a submitter can’t find a member via the lookup, they won’t be able to complete their submission, which often becomes stressful closer to the submission cutoff date. You can make the lookup optional if you don't require that the author exist in your membership system. These users won't have a member ID in their Scorecard profile. 
• Administration: If you ALSO have a single sign-on (SSO) with Education Harvester, you will have to create a member profile in the membership system for any authors manually added to a submission (not via member lookup) and add their member ID to either their Scorecard user profile (pre-migration) or their Education Harvester user profile (post-migration). Otherwise, the SSO won’t recognize the user and they won’t be able to log into the Education Harvester.

Lookup Methods

The following methods are available for a submitter to search by. Note, this is limited by the third-party and what's available for us to use as a query method. 

• First and Last Name

Required Credentials

We need the following for all integrations (repeat or new):

• PersonifySSOUrl
• ServiceEndpointUrl
• OdataServiceUrl
• RoleServiceUrl

If new, we also need:

• VendorUsername
• VendorPassword
• VendorID
• VendorBlock
• OdataUser
• OdataPassword

Field Mapping

The following fields are mapped from Personify to Scorecard. Fields are updated upon login.

The client should update their Scorecard Settings >>> Users >>> Account Options to ‘Show user profile editor link on landing page’ = ‘No’. The end-user should not edit their profile fields directly in Scorecard, because this data will come from Personify. If the end-user does so, it will be overwritten when the user logs in next.