Creating a New User
Adding a new user to Cimar is a simple process and can be done manually by an admin or an invite link can be sent to the new user's email and they can sign up from there. In this short guide we will cover both options.
Opening Users List:
Clicking "Administration" will take you to the admin page which will typically display the users list by default. Here you can add a new user with the buttons on the right.
Inviting a new user to a Cimar account is just a few clicks by an admin and the user will do the rest of the work after clicking an invite link.
By clicking the "Invite User" button on the right hand side, a popup will appear in which you can fill in the new user's email address and the wanted role permissions.
After filling in the email address of the new user you will need to set their access levels.
Unless the user is an account admin we recommend setting the "Role" to "User - No Org/Global Access".
You can specify access for individual work lists in the dropdowns below. In this example we invited a new user and assigned them the role of "Radiologist" in the "Demo Clinic".
This means they only have access to the "Demo Clinic" workflow with permissions matching the radiologist access level. A user can be added to multiple different workflows with different access levels in different work lists.
Note this is the same process if the user already has an account in Cimar but is connected to a different organization. By inviting them here they will then receive access to your selected work lists using their existing account.
To finish off and send the invite link to the new user click "Send" and an email will be sent from the system with all details to the user.
Viewing Account Invites:
Once user invites are sent out, they can be managed in the "Activities" tab from Cimar.
Directing to "Activities" and then "User Invites" will display a list of all invited users:
This list will display who invited the user, what email they've been invited with and which roles they have on the overall account level as well as within individual workflows ("Requested groups" / "Requested locations" in this example).
If the list is very long it might be useful to search the list. This can be done in most browsers by clicking Ctrl+F on Windows or Cmd+F on Mac.
In Chrome, the search bar will appear in the top right corner like this:
Any text on the page can be searched using this browser functionality so can be used for both name and email search.
Manually Add New User:
It is also possible to manually add a new user by clicking "New User".
Here you will be redirected to a form for the admin to fill in. The form itself looks a lot bigger than the "Invite User" popup, but the fields are all very similar.
The main difference here is that you also need to specify first name, last name and choose a password for the new user. (We recommend ensuring the new user changes the password on their first login - You can direct them to our guide on changing password for reference)
Again we recommend the main "Role" be set to "User - No Org/Global Access" and instead use the "Locations" and "Groups" dropdowns at the bottom to specify access for each worklist individually in the same way you did above when inviting a user.
Once the relevant fields are filled in simply click "Save" and the new user has been created.