Users are managed and created from the Users tab. The image below is the User list page.
Export User details to ExcelAdd New User
Delete a User accountEdit an existing User accountBrowse by first letter of Username
Username
Linked Employee

3B1.1 User Administrative Details

Click Add New on the User list page to create a new User. The following screen shows the administrative details.
Create a new Employee if not already present.
Password is not displayed when User account is edited. To reset a password, edit the account, enter the new password (twice) and Save.Linked EmployeeUsername (must be unique)

4B1.2 User Roles

Use the tabs to view Roles for all available applications.Each User access is determined by the Roles that are selected for that user. The following screen displays how Roles are selected for each User (appears at the bottom of the edit User screen.
Roles not selected.Selected Role.
Any combination of Roles can be selected for each user. Roles for all applications can be viewed from the tabs - only select Roles for applications that the User needs to access.
The privileges defined by each Role are COMBINED to provide the user with access that equals the sum of all the selected Roles.
There are a number of 'Standard' Roles that IntegralCS uses when setting up new systems. You may use these unchanged, or you may request that we (or you may) changes these to other titles.
The "Standard Roles" provided have the following functionality:

Application	Role Title	Description
	Manage Users	Create and manage User accounts.
	Manage Settings	Update global lists such as Project, Division, and State.
	Training	Undertake linked training within CS Induction and view the My Training page. *Automatically allocated to all Employees added to CS Human Resources.
	Manager	Manage Training Records, Needs run reports etc.
	Administrator	Configure site settings and manage the list of Capabilities.
	Administrator	Create and manage Employee details.
	Submit	Enter a new Issue.
	Responsible Manager	Include the User as a Responsible Manager.
	Closeout Manager	Include the User as a Closeout Manager.
	Manager	Manage Issues, run reports etc.
	Administrator	Configure site settings.
	User	Undertake online training.
	Manager	Configure site resources and setup (no deletion).
	Administrator	Configure site resources and setup.
	Manager	Create and manage Risk Registers.
	Administrator	Configure site settings and manage the Master Risk Register.

5 1.3 User Scoping

Scoping a User's access refers to restricting the User to only see certain Records. Scoping can be set by Business Unit, Project or Division, and is controlled separately for each Role.
By default, Users can see all records (they are 'unscoped'). When the Scoping popover is opened for the first time, it will show all entries on the Left Hand side. This is the default, and allows users to see all Records.
In order to limit the users Scope move one or more entries to the right hand column. This limits the scope to those entries that were moved to the right.
In the example below, the User is Scoped to only see Business Unit_1 and Business Unit_3 for the Administrator Role.
Remove from the ScopeCurrent ScopeAdd to the Scope (opens popover)
Use the popover to change the selection as per the image below.
Move Business Units to the right hand side to include them in the scope for the user.
Double click the title or select then use the arrows to move them back and forward. IMPORTANT: if there are no selections in the right hand column, the system reverts to 'unscoped' and the user can view all Records. To reduce the Scope, add entries to the Right hand column.

Help Centre

1B2_Users

3B1.1 User Administrative Details

4B1.2 User Roles

5

1.3 User Scoping