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Edit the dates of a workgroup assignment

Step-by-step guidance on how to change the start and end dates of a workgroup assignment.

Which roles can do this?

  • Registration Authority Manager
  • Registration Authority Agent (Advanced)

From the Care Identity Management home page, choose 'Find an existing user'.

CIM home page find an existing 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, scroll down to the section at the bottom and choose the 'Workgroups' tab. Each workgroup listed has an 'Edit' option to the right, where you can change the assignment dates.

CIM user profile workgroups tab and edit link highlighted

 

After selecting the workgroup you want to edit, you'll see a screen where you can change the assignment dates and add any accompanying notes.

CIM edit workgroup dates

 

When you've finished, select 'Confirm' and you'll see a confirmation message.

CIM workgroup dates edited successfully message

Last edited: 24 April 2025 2:30 pm