Manage Users

The Users app within CM will allow administrators to manage access of their users. Users are typically added as a part of the implementation process, or can be configured using your institution's single sign- on system. 

If additional changes need to be made to users after the initial implementation, admins can use the Users app to manage who has access and to what degree.

• Add Users
• Edit Users
• Deactivate/Reactivate Users
  
  

Add Users

• To manage users, select the Users app from the App Switcher.

Note: This process is to add a user directly to CM, for logging in with the local authorization; for adding additional users through your single sign-on set up, follow procedures outlined within your institution.

• Click +Add User in the upper-right corner.

• On the next screen, provide details relevant to the user account being created. 
  • The 'Username' is what the user will use when logging into the system.
  • The 'Display Name' is what will appear anywhere the user is referenced throughout CM, such as within the workflow or audit log.
  • Passwords need to be a minimum of eight characters.
  • The email address needs to be unique for each user; an email address can not be used twice. 
• Select the Action List Notifications preference for the user.
• Select the desired role - Admin, CMAdmin, or User.
• Enter a school ID (if applicable).
• By default, newly created users will be set to 'active', allowing access into CM. If this is unchecked, the user will not be able to log in until an administrator changes it to active.
• Click Save to confirm or Cancel to return to the previous screen.

Edit Users

• To edit existing users, select the Users app from the App Switcher.

Note: This process is to add a user directly to CM, for logging in with the local authorization; for adding additional users through your single sign-on set up, follow procedures outlined within your institution.

• Using the search bar, locate the user to edit.
  • By default, the search will review users who have an Active account status. If you are looking for users who have been Deactivated, change the Active Indicator drop down. 
• Click on the name of the user to edit.
• Click the Edit button towards the bottom right, underneath the Account Info.
• Edit the desired settings.
• Click Save to confirm or Cancel to return to the previous screen.

Deactivate/Reactivate Users

Deactivating a user will revoke their access to CM and prevent them from logging in. This can be done by an administrative user at any time. 

• To deactivate an existing user, select the Users app from the App Switcher.
• Using the search bar, locate the user to edit.
• Click on the name of the user to edit.
• Click on Deactivate User, to the right of the Edit box.

• To reactivate an existing user, select the Users app from the App Switcher.
• Change the Active Indicator from Active to Inactive.
• Using the search bar, locate the user to edit.
• Click on the name of the user to edit.
• Click on Activate User, to the right of the Edit box.