Assign a position to a user profile
Step-by-step guidance on how to add new positions to a user's profile in Care Identity Management.
Which roles can do this?
- Registration Authority Manager
- Registration Authority Agent (Advanced)
- Registration Authority Agent
- Sponsor - assignable positions only (all other positions are via request)
From the Care Identity Management home page, choose 'Find an existing user'.
Enter the user's details and press Search.
Choose 'View profile' on the right of the screen.
On the user details screen, choose 'Add access positions'.
Adding a position as a Registration Authority
The next screen will allow you to choose from a list of all positions available within your organisation. There is an optional filter function to help you find the positions you're looking for. Select the positions you want to add to this user and press 'Continue'.
Next enter the start date for each new position, and the date it will expire, and press 'Confirm positions'.
Finally you should be returned to the user details page and see a 'Position added successfully' message.
Adding a position as a sponsor
When a sponsor chooses the option to add positions to a user profile, they may see two separate lists of available positions.
Sponsors can:
- select one or more positions from the first list to directly assign these positions - this will disable the second list
- select one or more positions from the second list to raise a position assignment request
If the sponsor chooses positions they can assign directly, they will enter the start and end dates as above and see the a 'Position added successfully' message.
If the sponsor chooses to raise a position assignment request, they will enter the start and end dates as above and see the a 'Position requested successfully' message, with a link to view the request.
Last edited: 22 January 2025 2:56 pm