How to Add a User in CMST

Before people on your team can sign in and use your CMST site, they need a user account. The easiest way to add user accounts is to add them individually. If a new member or staffs join your consultancy you have to add them in users. You can add users by giving certain roles such as account, Receptionist, consular or documentation officer. The level at which you add a user determines that user’s initial access. For example, if you add a user at the account level, then that user also has access to all the properties and views in the account, with the same set of permissions. If you add a user at the Documentation level, then the user has access to only that view with the permissions you provide. You can change the level of access and permissions for a user at any time. You can add as many users as you need. Here is a small tour guide on how can you add a user in CMST

  • Log in to your CMST account.
  • From the left pane, access “Settings”.
  • From the “Settings” page, Go to  “All Users”

  • You can see the “Add users” button. (You need to click on that button to  add more users ).
  • A Form appears. You need to fill the form.  Here are some steps discussed below that, you need to do to create a user.
    • Enter a user first and last name
    • Enter the Email address of users you want to add
    • Create a password for a user, enter one here. Confirm the password.
    • Select the roles that you want to give to the user.
    • Click on save.

  • You can change the password of the user, edit certain roles,  email,  delete or block them from the actions filters which are at the corner