How to Add a User in CMST.

To enable your team to access the CMST site, you must create user accounts with specific roles. You can add users individually and assign roles such as Account, Receptionist, Counselor, or Documentation Officer, which determine their initial access level. For example, an Account-level user will have access to all properties and views within the account, while a documentation officer will have access limited to the documentation view. User access levels and permissions can be modified at any time.

You can add as many users as needed. Here is a brief guide on adding users to CMST.

• Log in to your CMST account.
• From the left pane, select “Settings”.
• On the “Settings” page, navigate to “All Users“.

• Click the “Add Users” button to begin adding new users.
• A form will appear; complete it by following these steps:
  • Enter the user’s first and last name.
  • Provide the valid user’s email address.
  • Create and confirm a password for the user.
  • Select the appropriate roles for the user.
  • Click “Save” to finalize the addition.

• You can manage user accounts by using the action filters located in the corner. From there, you can change the user’s password, edit roles, update the email address, or delete and block users.