Please note that only CB Scheme Managers have the authority to create new users or modify existing ones.
Please go to the user section under Administration -> Users.
Editing an Existing User To edit an existing user in the User Management section, scroll to the far right of the user’s row, click the three-dot menu, and select “Edit”. This will open the user’s profile for modifications.
Adding a New User To add a new user, click the “Create User” button located in the top-right corner of the User Management page:
The steps below guide you through configuring an auditor's profile. They apply to both newly created users and existing users you wish to update.
Enter name, surname, email address (used for logging in), and the phone number of the user
Make sure the profile is active by the time the user needs to log in
Select the language of the application as well as the date and time formats
Choose “Password” as the authentication type and enter & confirm a password for the user. You will separately need to share this password with the user
For “Default Mobile Application”, make sure that “Maintenance/Service” is selected. Use the same value also for “Auto start application”.
For “Roles”, select “Portal User” and at least the role “Auditor (Farm or QMS)”. Other roles may also be assigned, if desired. Other roles are:
Scheme Manager
CB assist / Audit scheduler
Reviewer / CB Committee
Signatory
Ensure that the “Mobile User” option is selected and assign the “Onsite Auditor” role. This role should only be given to users who require access to the mobile application.
Under “Advanced Configurations”, choose your CB as the “Organization” and as the “Main Organization”.
