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Create a new position

How to create a new position in Care Identity Management, including roles, activities and workgroups.

Which roles can do this?

  • Registration Authority Manager
  • Registration Authority Agent (Advanced)

From the Care Identity Management home page, choose 'Manage access'.

CIM home page manage access highlighted

 

On the access management screen, select 'Create new position'.

CIM manage access create new position highlighted

 

On the next screen, give the position a name and add any notes or a description of what the position should be used for, and select 'Continue'.

CIM create a new position

 

You can now enter the roles to be used with the new position.

CIM add access profile

 

Note that if you select to add activities or workgroups (options highlighted above), you will select these on the following screens. An example of the workgroups screen is shown below.

CIM create new position add workgroups

 

When you've finished adding the details of the new position, you'll see a screen to check what you've included. On this screen you must also include details of how the position was approved and who was involved.

CIM create new position approval details

 

Finally, select the 'Create position' button and you'll see a message confirming the new position has been created.

CIM position created successfully message

Last edited: 24 April 2025 12:06 pm