Managing Your Users' Details

This guide aims to cover the basics of managing your users on the Cimar platform.

Accessing Users List:

All users for the organisation will now show in a list with a summary of their main details.

Accessing User's Details:

Accessing individual user details can be done by finding the user in the list and clicking "Edit" on the right-hand side.

This will bring up the individual user's details which can now be easily edited by the admin.

Understanding User Settings:

First Name:
- The user's given name(s)
Last Name:
- The user's family name
Mobile Phone (Optional):
- User's phone number
Role:
- User's main role in the organisation. (See other article on managing roles for more info)
Organisation Login, Email & Alias (Optional):
- Extra fields to help manage user's details. The email can be used to log in to Cimar and all three values will be displayed on the user list page
User can manage multiple organisations:
- Tick box for advanced setting if the user is an admin across multiple organisations.
Make this user a member of all locations and groups in the organisation:
- Tick box to allow user access to all sites connected to the organisation.
- Once ticked, a new option will appear called "Use group/location default role (if set)".
- If this second box is ticked, the default role from the group/location will be used (See other article on managing roles for more info).
- If this second box is left unchecked, the "Set role" dropdown will appear where a default role can be chosen for the user in all locations/groups. This is a useful option if the user has a higher role permission on the organisation level, but should only have viewing access in all the subgroups.
Remove this user from all locations and groups in the organisation:
- Tick box to quickly remove access to all locations/groups for the user. Ticking this box and saving will remove the user's access from all locations/groups. They can still log in, but access will be very limited.
Locations/Groups dropdowns:
- These can be used to individually add access to specific sites within the organisation and attach a specific role to the user within that location/group.