Download a PDF version of this guide: Managing Users in Cimar


An outline of how to create and manage users within your Cimar account.

User Tab

1. Name

A user’s name as it appears in their profile. Users can edit their name by clicking their name in the top right corner on any page. A user’s audit trail is accessed by clicking the ‘Audit Trail’ icon in the ‘Name’ column. 

2. Organisation Login

A user’s login (user name), specific to the organisation. 

3. User Email

A user’s email address from their profile. This email address cannot be edited by either user or administrator. Notifications and password resets will be sent to this email address. Otherwise, this email address is never used. 

4. Organisation Email

A user’s email address that is specific to the organisation. This email address can only be provided by and edited by an administrator. Notifications will be sent to this email address. Password resets will not be sent to this email address. 

5. Organisation Alias

A custom field that allows an administrator to create a unique name to identify the owner of a study. The alias field supports basic text or a regular expression (“regex”), which is compared to the Referring Physician value of a study, and is used in conjunction with routing rules to achieve desired workflows.

6. Role

A user’s organizational-level role. A user can be assigned other roles at location or group levels. 

7. Reset Password

Resets user’s password. Available if user has an organization login. 

8. Edit > Edit User Page

Administrator can edit a user’s role, account login, account email, account alias, add that user to locations or groups and assign roles for each, and make a member of all locations and groups in the organisation. 

9. Remove

Removes the user from the organisation and any associated locations or groups. 

10. Create User

Allows an administrator to create a new user. Administrator will also define the new user’s role, and can assign the new user to Locations and Groups with specific roles for each. Administrators can select whether or not to send an email notification of the create process to the user, and can make a user a member of all locations and groups in the organisation. 

11. Invite User

Allows an administrator to invite a user to the organisation by email. Administrator will also define the invited user’s role. Account settings can specify the maximum number of guest links that can be created for an account. 

12. Search

Allows an administrator to search through the list of users.

13. Login Detail Report

A report containing the login details for each user within the account can be downloaded by clicking the link in the bottom right corner of the page. This report will display each login within the past seven days for all users within the account. 


How to create a new user

  1. On the user page, click the ‘Create User’ button. (Element 10 on user page)
  2. Fill in the user’s details
    • Mandatory fields include:
      1. First Name
      2. Last Name
      3. Email Address (Used as user’s login)
      4. Password
      5. User Role
        • This is the account level role and is recommended to be set to a  ‘No Global Access’ role type
  3. Check whether to send a notification
    1. If an email is sent to the user a link will be provided in the email for them to accept the invitation and change their password.
    2. If no email is sent the user will need to login with the password set in step 2. 
  4. If required, provide organisation login details
  5. Add the user to the locations & groups they require access to and set the role type for each of these worklists. 
  6. Press ‘Save’
    1. If an error appears saying the email is already in use please follow the section ‘How to invite a
      user to your account’.

 

How to invite a user to your account

Should a user already have an account on Cimar you will be required to invite them into your account rather than creating an account. 

  1. On the user page click the ‘Invite User’ button (Element 11 on the user page)
  2. Enter the email address of the user
  3. Set the account wide role for the user
    1. It is recommended to set this to a ‘No Global Access’ role type
  4. Add the user the locations & groups they require access to and set the role type for the each of these worklists


Role Permissions

  • Gateways: Create, edit gateways (Provides access to admin tab)
  • Groups: view
  • Locations: view
  • Roles: view
  • Users (account): Edit, remove, add to groups or locations
  • Users (account): Invite
  • Users (account): View
  • Users: Create, edit
  • Audit Reports: View audit reports (Optional)


Download a PDF version of this guide: Managing Users in Cimar