Managing users

Managing users basics

Permission groups

Change a user email & password

Change a user's permission group

Managing users basics

To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.

Users in CIMS with the correct permissions (such as account administrators) have access to the "User management" popup, where you can change emails, change passwords, modify user permissions and more. To access the "User management" popup, click on your cemetery name in the upper-left corner of CIMS, then click "Manage users" from the dropdown.

This popup has two tabs; the first, "Users", is where you can add users if you have unused CIMS licenses, change emails, and more. The second tab, "Permission groups", is used to manage permission groups and their assigned operations.

License types

There are two license types in CIMS; full licenses and read-only licenses. Full licenses can be account administrators and have full access to all functions in CIMS or can be more limited. Read-only licenses are strictly limited in their permissions and useful for grounds crews or members of a cemetery organization who need to view data but not edit it.

Permission groups

In addition to the three default permission groups that come with CIMS, this cemetery has added a custom permission group called "Volunteer". To check what operations are assigned, they can click the "Edit group" button for more details.

Operations (such as creating a deed, editing customers, changing work orders, etc.) are grouped into permission groups. Each user in CIMS is assigned a permission group whose assigned operations govern what actions the user can take in CIMS. By default, CIMS comes with three pre-built permission groups that cannot be changed.

Not sure what operations are assigned to a group? Click "Edit group" to see more details, including descriptions of each operation.

Default permission groups in CIMS

Group name	Description	Operations
Account administrator	Has full access to all CIMS functions.	Edit cemetery settings; Edit burial; Edit deed; Edit dropdown options; Edit work orders; Edit space; Edit marker; Edit customer; Edit QuickBooks; Edit layer maintenance
Work orders only	Can create, edit and delete work orders. Cannot add, edit or delete other data in CIMS. Useful for grounds crews.	Edit work orders
Read-only	Can only read data. Cannot add, edit or delete data.	None

Custom permission groups

When creating a custom permission group, add a name and choose one or more group operations, then click "Save settings". Remarks are optional.

A CIMS user who has the "Edit cemetery settings" operation as part of their permission group (such as account administrators) can create custom permission groups for their cemetery. To do so, navigate to the "Permission groups" tab, then click the navy "Add new permission group" button in the lower-right corner of the "User management" popup. Add a name, optional remarks, and click one or more group operations to assign to this new permission group. Click "Save settings" to finish creating the permission group.

To edit a custom permission group, click the navy "Edit group" button to the right of a permission group name. Make your changes, then click "Save settings".

To delete a custom permission group, click the red "Delete" button to the right of a permission group name.

Read-only licenses

Read-only licenses can only use the prebuilt "Read-only" or "Work orders only" permission groups. If one of your read-only licenses needs more permissions, please contact our team.

Change a user email & password

Changing an email is as simple as typing in a new email in the "Email" field, then clicking "Save settings".

Change email

Need to change the email of one of your users? This often happens when one employee leaves and another takes over their duties.

In the "User management" popup, click on the first tab, "Users". Find the user whose email you'd like to change and click the navy "Edit user" button. Type in the email you want to use and click the green "Save settings" button.

Change password

In this same popup, you can set a password for a user. In the "Change password" section, type in a new password in the "New password" input field and re-type it in exactly in the input field below, "Confirm password". Click "Change password". The next time this user logs in to cimscloud.com, they will need to use their new password.

Change language

Likewise, you can set a specific language for a user. They can change their language themselves at any time by clicking on their name in the upper-right corner of CIMS.

Forgot your password?

Trying to login to cimscloud.com and can't remember your password? Click "Forgot your password" and follow the instructions to reset your password using an email. Call our tech support team for help.

To reset your password from the cimscloud.com login page, click "Forgot your password?"

Change a user's permission group

Change a user's permissions by assigning them a specific permission group.

Want to grant a user more permission or, alternatively, restrict what actions they're able to take in CIMS? In the "Users" tab of the "User management", click the navy "Edit user" button next to the user whose permissions you want to change. From the "Permission group" dropdown, choose the permission group you want to change them to, then click "Save settings".

You may need to create a custom permission group if you don't see an option in this list that you like.