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Edit a position

How to change the details of a position in Care Identity Management.

Which roles can do this?

  • Registration Authority Manager
  • Registration Authority Agent (Advanced)

Edit the details of a position

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

CIM home page manage access highlighted

 

On the 'Manage access' screen, the 'Positions' tab will be open by default. Scroll down to the list of positions within your organisation and select the name of the position you want to edit.

CIM manage access position names highlighted

 

You'll now see the position details screen. Select the button to 'Edit position'.

CIM position details edit position highlighted

 

You can now proceed to change the various details of this position, including adding another access profile if needed. When you've finished making changes select 'Save position' at the bottom of the screen.

CIM edit position

 

Finally you'll see a message confirming that the position is being editing. This can take a few minutes - you can continue to use Care Identity Management while the process completes.

CIM edit position in progress message


Edit the date the position will expire on a user profile

Follow the steps above to get to the position details screen, and select the 'Assigned users' tab.

CIM position details assigned users tab highlighted

 

Select the 'Edit' link next to the user profile of which you want to edit the dates for this position assignment.

CIM position details assigned users edit links highlighted

 

Change the assignment dates, add any notes you need and select 'Confirm'.

CIM edit position dates

 

Finally you'll see a message confirming the change.

CIM position edited success message

Last edited: 24 April 2025 12:06 pm