Manage user
- Part of
This Quick Reference Guide shows how to manage a user in CMS Portal.
Add user
Modify user
Block user
Add user
1. From Home page, click: Organisation Administration
Organisation Administration screen displays.
2. Click: Manage Users
People screen displays.
3. Click: Add User
Further fields display.
4. Complete required panels and fields.
People
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E-mail: Type user email address.
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Confirm e-mail address: Type user email address again.
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Status: Select: Blocked
Note: Account must be changed to Blocked to prompt user to acknowledge CMS terms and conditions
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Type of User: Select user type.
Note: Select Admin role only if another organisation administrator required.
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Organisation: -
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First Name: Type user first name.
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Surname: Type user surname.
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Unique ID Number: Type value as unique user identifier.
Note: Number must be provided to user for account activation.
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Secondary Email Address for All Notifications: Type additional email address to receive copies of notifications, if required.
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Secondary Email Address for Rejections: Type additional email address to receive copies of rejections, if required.
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Mobile Number for SMS Notifications: Type mobile number to receive SMS notifications, if required.
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Phone Number: Type user’s preferred contact number, if relevant.
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Fax: Type user’s fax number, if required.
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Division: Type user’s division within organisation, if required.
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Employee Identifier: Type Employer Identifier used internally, if required.
5. Click: Captcha box
6. Click: Create new account
Confirmation message displays.
Notes:
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User is sent email notification to activate account
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Provide Unique ID Number to user to enter as part of activation process
Modify user
Note: This section of Quick Reference Guide shows how to modify user account
1. From Home page, click: Organisation Administration
Organisation Administration screen displays.
2. Click: Manage Users
People screen displays.
3. Is search with user profile details required?
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Yes: Go to next step
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No: Go to step 8
4. Click User Search By Profile tab.
Search screen displays.
5. Complete required panels and fields:
User Search By Profile
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Profile Field: Select relevant option.
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Profile Value: Type value.
6. Click: Search
User results display.
7. Has profile been located?
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Yes: Go to next step
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No: Refine criteria and repeat search.
Note: Select Advanced tab to perform more complex searches.
8. In Operations column, click: edit
User My Account screen displays.
Note: To see additional fields, click: Personal Information
9. Does email address update required?
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Yes: Go to next step
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No: Go to step 11
10. Complete required panels and fields.
User Profile
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E-mail address: Type user email address.
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Confirm e-mail address: Type user email address again.
11. Is password update required?
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Yes: Go to next step
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No: Go to step 13
12. Complete required panels and fields.
User Profile
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Password: Type password.
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Confirm password: Type password again.
13. Is user account block required?
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Yes: Go to next step
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No: Go to step 15
14. In Status field, select: Blocked
15. Is Role, Password settings or Organisation update required?
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Yes: Go to next step
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No: Go to step 17
16. Complete required panels and fields.
User Profile
- Roles: Change if required.
- Force password change on next login: De-select if password change not required.
- Organisation Name: Change if required.
17. Click: Save
Confirmation message displays.
Block user
Note: This section of Quick Reference Guide shows how to Block user accounts from accessing Portal with your organisation login.
1. From Home page, click: Organisation Administration
Organisation Administration screen displays.
2. Click: Manage Users
People screen displays.
3. From list of users on People screen, select user(s) to block.
4. From Update options menu, select: Block the selected users
5. Click: Update
This page was last updated: Monday 26 January 2026 - 3:26pm