Managing users - Revision history

Cims wiki at 13:09, 2 February 2026

2026-02-02T13:09:28Z

← Older revision		Revision as of 13:09, 2 February 2026
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	[[Managing users#Permission groups\|Permission groups]]		[[Managing users#Permission groups\|Permission groups]]

	[[Managing users#Change a user email\|Change a user email]]		[[Managing users#Change a user email & password\|Change a user email & password]]

	~~[[Managing users#Change or reset a password\|Change or reset a~~ password]]

	[[Managing users#Change a user's permission group\|Change a user's permission group]]		[[Managing users#Change a user's permission group\|Change a user's permission group]]

Cims wiki: /* Permission groups */

2026-01-08T22:44:05Z

Permission groups

← Older revision		Revision as of 22:44, 8 January 2026
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	\|'''Account administrator'''		\|'''Account administrator'''
	\|Has full access to all CIMS functions.		\|Has full access to all CIMS functions.
	\|Edit cemetery settings; Edit burial; Edit deed; Edit ~~constant~~; Edit work orders; Edit space; Edit marker; Edit customer; Edit QuickBooks; Edit layer maintenance		\|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'''		\|'''Work orders only'''

Cims wiki: /* Managing users basics */

2025-05-01T12:58:33Z

Managing users basics

← Older revision		Revision as of 12:58, 1 May 2025
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	== Managing users basics ==		== Managing users basics ==
	[[File:Manage users.png\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.\|thumb\|374x374px]]		[[File:Manage users.png\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.\|thumb\|374x374px]]
	Users in CIMS ~~who are~~ account administrators have access to the "User management" popup, where you can change emails, change passwords, modify ~~users~~ 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.		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.		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 ===		=== 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.		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.

	<br><br>		<br><br>
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	\|Has full access to all CIMS functions.		\|Has full access to all CIMS functions.
	\|Edit cemetery settings; Edit burial; Edit deed; Edit constant; Edit work orders; Edit space; Edit marker; Edit customer; Edit QuickBooks; Edit layer maintenance		\|Edit cemetery settings; Edit burial; Edit deed; Edit constant; Edit work orders; Edit space; Edit marker; Edit customer; Edit QuickBooks; Edit layer maintenance
	\|-
	~~\|'''Read-only'''~~
	~~\|Can only read data. Cannot add, edit or delete data.~~
	~~\|None~~
	\|-		\|-
	\|'''Work orders only'''		\|'''Work orders only'''
	\|Can create, edit and delete work orders. Cannot add, edit or delete other data in CIMS.		\|Can create, edit and delete work orders. Cannot add, edit or delete other data in CIMS.

	Useful for grounds crews.		Useful for grounds crews.
	\|Edit work orders		\|Edit work orders
			\|-
			\|'''Read-only'''
			\|Can only read data. Cannot add, edit or delete data.
			\|None
	\|}		\|}

	=== Custom permission groups ===		=== Custom permission groups ===
	[[File:Custom permission group.png\|thumb\|479x479px\|When creating a custom permission group, add a name and choose one or more group operations, then click "Save settings". Remarks are optional.]]		[[File:Custom permission group.png\|thumb\|479x479px\|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 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.		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 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".
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	=== Read-only licenses ===		=== Read-only licenses ===
	Read-only licenses can only use the prebuilt "Read-only" or "Work orders only" permission groups. If one of your ~~CIMS users~~ needs more permissions, please contact our team.		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.

	<br><br>		<br><br>

Cims wiki: /* Change a user email */

2025-04-30T22:01:48Z

Change a user email

← Older revision		Revision as of 22:01, 30 April 2025
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	~~'''This page is under construction!'''~~



	[[Managing users#Managing users basics\|Managing users basics]]		[[Managing users#Managing users basics\|Managing users basics]]

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	== Managing users basics ==		== Managing users basics ==
	[[File:Manage users.png\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.\|thumb\|374x374px]]		[[File:Manage users.png\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.\|thumb\|374x374px]]
	Users in CIMS who are account administrators have access to the "~~Manage users~~" popup, where you can change emails, change passwords, modify users permissions and more. To access the "~~Manage users~~" popup, click on your cemetery name in the upper-left corner of CIMS, then click "Manage users" from the dropdown.		Users in CIMS who are account administrators have access to the "User management" popup, where you can change emails, change passwords, modify users 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.		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.
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	[[File:Permission groups.png\|thumb\|480x480px\|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.]]		[[File:Permission groups.png\|thumb\|480x480px\|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.		'''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.		Not sure what operations are assigned to a group? Click "Edit group" to see more details, including descriptions of each operation.
	{\| class="wikitable"		{\| class="wikitable"
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	=== Custom permission groups ===		=== Custom permission groups ===
	[[File:Custom permission group.png\|thumb\|~~466x466px~~\|When creating a custom permission group, add a name and choose one or more group operations, then click "Save settings". Remarks are optional.]]		[[File:Custom permission group.png\|thumb\|479x479px\|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 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 "~~Manage users~~" 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.		A CIMS user who has the "Edit cemetery settings" operation as part of their permission group 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 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".
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	<div style="clear: both"></div>		<div style="clear: both"></div>

	== Change a user email ==		== Change a user email & password ==
			[[File:Change email.png\|thumb\|334x334px\|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. [https://www.cimscemeterysoftware.com/technical-support/ Call our tech support team for help].
			[[File:Forgot password.png\|center\|thumb\|344x344px\|To reset your password from the cimscloud.com login page, click "Forgot your password?"]]


			<br><br>

	== Change ~~or reset~~ a ~~password~~ ==		==Change a user's permission group==
			[[File:Change permission group.png\|thumb\|379x379px\|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".

	~~== Change~~ a ~~user's~~ permission group ==		You may need to [[Managing users#Permission groups\|create a custom permission group]] if you don't see an option in this list that you like.

Cims wiki: /* Permission groups */

2025-04-30T21:02:22Z

Permission groups

← Older revision		Revision as of 21:02, 30 April 2025
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	[[Managing users#Change a user's permission group\|Change a user's permission group]]		[[Managing users#Change a user's permission group\|Change a user's permission group]]

			<br><br>

			<div style="clear: both"></div>

	== Managing users basics ==		== Managing users basics ==
	[[File:Manage users.png~~\|frame~~\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.]]		[[File:Manage users.png\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.\|thumb\|374x374px]]
	Users in CIMS who are account administrators have access to the "Manage users" popup, where you can change emails, change passwords, modify users permissions and more. To access the "Manage users" popup, click on your cemetery name in the upper-left corner of CIMS, then click "Manage users" from the dropdown.		Users in CIMS who are account administrators have access to the "Manage users" popup, where you can change emails, change passwords, modify users permissions and more. To access the "Manage users" popup, click on your cemetery name in the upper-left corner of CIMS, then click "Manage users" from the dropdown.

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	== Permission groups ==		== Permission groups ==
			[[File:Permission groups.png\|thumb\|480x480px\|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.		'''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.
	{\| class="wikitable"		{\| class="wikitable"
	\|+Default permission groups in CIMS		\|+Default permission groups in CIMS
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	=== Custom permission groups ===		=== Custom permission groups ===
			[[File:Custom permission group.png\|thumb\|466x466px\|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 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 "Manage users" 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.		A CIMS user who has the "Edit cemetery settings" operation as part of their permission group 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 "Manage users" 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 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 ===

Cims wiki: /* Read-only licenses */

2025-04-30T20:55:28Z

Read-only licenses

← Older revision		Revision as of 20:55, 30 April 2025
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	=== Read-only licenses ===		=== Read-only licenses ===
	Read-only licenses can only use the prebuilt "Read-only" or "Work orders only" permission groups. If one of your CIMS users needs more permissions, please contact our team.		Read-only licenses can only use the prebuilt "Read-only" or "Work orders only" permission groups. If one of your CIMS users needs more permissions, please contact our team.

			<br><br>

			<div style="clear: both"></div>

	== Change a user email ==		== Change a user email ==

Cims wiki: /* Managing users basics */

2025-04-30T20:55:19Z

Managing users basics

← Older revision		Revision as of 20:55, 30 April 2025
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	=== License types ===		=== 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.		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.

			<br><br>

			<div style="clear: both"></div>

	== Permission groups ==		== Permission groups ==

Cims wiki at 20:54, 30 April 2025

2025-04-30T20:54:50Z

← Older revision		Revision as of 20:54, 30 April 2025
Line 1:		Line 1:
	This page is under construction!		'''This page is under construction!'''



			[[Managing users#Managing users basics\|Managing users basics]]

			[[Managing users#Permission groups\|Permission groups]]

			[[Managing users#Change a user email\|Change a user email]]

			[[Managing users#Change or reset a password\|Change or reset a password]]

			[[Managing users#Change a user's permission group\|Change a user's permission group]]

			== Managing users basics ==
			[[File:Manage users.png\|frame\|To open the "Manage users" popup, click on your cemetery's name, then choose "Manage users" from the dropdown.]]
			Users in CIMS who are account administrators have access to the "Manage users" popup, where you can change emails, change passwords, modify users permissions and more. To access the "Manage users" 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 ==
			'''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.
			{\| class="wikitable"
			\|+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 constant; Edit work orders; Edit space; Edit marker; Edit customer; Edit QuickBooks; Edit layer maintenance
			\|-
			\|'''Read-only'''
			\|Can only read data. Cannot add, edit or delete data.
			\|None
			\|-
			\|'''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
			\|}

			=== Custom permission groups ===
			A CIMS user who has the "Edit cemetery settings" operation as part of their permission group 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 "Manage users" 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".

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

			== Change a user email ==

			== Change or reset a password ==

			== Change a user's permission group ==

Cims wiki: Created page with "This page is under construction!"

2025-04-30T20:06:24Z

Created page with "This page is under construction!"

New page

This page is under construction!

← Older revision		Revision as of 13:09, 2 February 2026
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	[[Managing users#Permission groups\|Permission groups]]		[[Managing users#Permission groups\|Permission groups]]

	[[Managing users#Change a user email\|Change a user email]]		[[Managing users#Change a user email & password\|Change a user email & password]]

	~~[[Managing users#Change or reset a password\|Change or reset a~~ password]]

	[[Managing users#Change a user's permission group\|Change a user's permission group]]		[[Managing users#Change a user's permission group\|Change a user's permission group]]