Manage user (ChCV)

Part of

Organisation Administration (ChCV)

This Quick Reference Guide shows how to manage a user.

 

Add user

1. From CMS Portal Home page, click:  Organisation Administration. Organisation Administration screen displays.
2. Click:  Manage Users. People screen displays.

3. Click:  Add User. Further fields displays:

4.    Complete required panels and fields.

 

Panel:  People

• E-mail: Type user email address.
• Confirm e-mail address: Type user email address again.
• Status: 
  • Select:  Blocked
  • Note: Account must be changed to Blocked to prompt user to acknowledge CMS terms and conditions

 

• Type of User:   
  • Select user type.
  • Note: Select Admin role only if another organisation administrator required.

 

• Organisation: -
• First Name: Type user first name.
• Surname: Type user surname.
• Unique ID Number: 
  • Type value as unique user identifier.
  • Note: Number must be provided to user for account activation.

 

• Secondary Email Address for All Notifications: Type additional email address to receive copies of notifications, if required.
• Secondary Email Address for Rejections: Type additional email address to receive copies of rejections, if required.
• Mobile Number for SMS Notifications: Type mobile number to receive SMS notifications, if required.
• Phone Number: Type user's preferred contact number, if relevant.
• Fax: Type user's fax number, if required.
• Division: Type user's division within organisation, if required.
• Employee Identifier: Type Employer Identifier used internally, if required.

5.    Click:  Captcha box
6.    Click:  Create new account. Confirmation message displays:

 

Notes:

• User is sent email notification to activate account
• Provide Unique ID Number to user to enter as part of activation process

 

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Modify user

Note: This section of Quick Reference Guide shows how to:

• Modify user account 
• Modify user account with LLFUser access

    
1. From CMS Portal Home page, click:  Organisation Administration. Organisation Administration screen displays:

2. Click:  Manage Users. People screen displays:
3. Is search with user profile details required?

• Yes: Go to next step
• No: Go to step 8

 

4. Click User Search By Profile tab. Search screen displays:

5. Complete required fields: 

 

Panel:  User Search By Profile

• Profile Field: Select relevant option.
• Profile Value: Type value.

 

6. Click:  Search. User results display
7. Has profile been located?

• Yes: Go to next step
• No: Refine criteria and repeat search.

 

Note: Select Advanced tab to perform more complex searches.

 

8. Click relevant account check box.

9. In Operations column, click:  edit. User My Account screen displays:
 
Note: To see additional fields, click:  Personal Information

10. Does email address update required?

• Yes: Go to next step
• No: Go to step 12

11.    Complete required panels and fields.

 

Panel:  User Profile

• E-mail address: Type user email address.
• Confirm e-mail address: Type user email address again.

 

12. Is password update required?

• Yes: Go to next step
• No: Go to step 14

 

13.    Complete required panels and fields. 

 

Panel:  User Profile

• Password: Type password. 
• Confirm password: Type password again. 

 

14. Is user account block required?

• Yes: Go to next step
• No : Go to step 16

 

15. In Status field, select:  Blocked
16. Is Role, Password settings or Organisation update required?

• Yes: Go to next step
• No: Go to step 18

 

17. Complete required panels and fields. 

 

Panel:  User Profile

• Roles: Change if required.
• Force password change on next login: De-select if password change not required.
• Organisation Name: Change if required.

 

18. Click:  Save. Confirmation message displays.
 

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Block user

Note: This section of Quick Reference Guide shows how to Block user accounts from accessing Portal with your organisation login.
    
1. From CMS Portal 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