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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'.

CIM dashboard 5.18 find user highlighted

 

Enter the user's details and press Search.

Care Identity Management find an existing user

 

Choose 'View profile' on the right of the screen.

Care Identity Management user found

 

On the user details screen, choose 'Add access positions'.

Care Identity Management user details

 

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'.

Care Identity Management confirm positions and dates

 

Finally you should be returned to the user details page and see a 'Position added successfully' message.

Care Identity Management position added banner

 

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.

CIM sponsor add positions no RBAC codes

 

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.

CIM position requested successfully message

Last edited: 22 January 2025 2:56 pm