Introduction
User management is an important part of getting the most out of Cinchio back office, and the Users tool within the User Management section helps you manage access and permissions effectively. Whether you're familiar with the process or just getting started, understanding how this section works can make a real difference.
This guide offers a straightforward overview of the Users section, with practical tips and guidance to help you navigate and use the tool confidently within Cinchio back office.
If you can't find what you're looking for, contact Cinchio support for assistance:
Frequently Asked Questions
How Do I Update Which Sites A User Can Access?
The sites that a user can access within a company are determined by their individual user account.
Please note that for security reasons, Cinchio are unable to update site access on your behalf. These changes are managed by User Management administrators within your company.
To update access to sites against a user:
- Ensure that you are logged into the correct company.
- Head to User Management > Users, locate the required user and select [EDIT].
- Within the user account, select the Site Access tab.
If you are adding a new site to the user:
- Select [SHOW ALL SITES]. This will list every site that you yourself have access to yourself.
- Enable the relevant checkbox(es) in the Access Allowed column.
- Select [SAVE].
If you are removing a site from the user:
- Disable the relevant checkbox(es) in the Access Allowed column.
- Select [SAVE].
Note that you will not be able to deselect the site if the checkbox is orange as this site is the users default site. If you need to remove access to this site:
- Change the users Default Site within the User Detail tab.
- Select [SAVE & REMAIN].
- Return to the Site Access tab to remove access.
How Do I Update User Rights & Permissions?
There are two ways in which a users access rights and permissions can be updated:
Please note that for security reasons, Cinchio are unable to update user role permissions on your behalf. These changes are managed by User Management administrators within your company.
Reassign A User To A New User Role
If an individual users access requirements have changed (e.g. due to a change in role or department), you can reassign the user to a different user role.
To do this:
- Head to User Management > Users, locate the required user and select [EDIT].
- Within the user, select the required User Role
- Select [SAVE].
The permissions for this user are now updated.
If the user has access to multiple companies throughout Cinchio back office, changes against the user role are specific to the company that the changes are made against only.
Update A User Role To Add/Remove Rights
Occasionally you may need to update access rights against user roles. This affects all users assigned to that role. For example, when a New Feature becomes available or if your company subscribes to a new module within Cinchio back office.
For details on updating the rights defined within existing user roles, Click Here.
Can A User Access Multiple Companies Within Cinchio Back Office?
A user can access multiple companies across Cinchio back office using the same login email address. The user account is created within the Users section of each company as standard.
When created as a user against the first company the user will receive an email invitation prompting them to set up their password for login access. When created as a user against any subsequent companies the user will automatically be allocated access to those companies using the same login email and password.
The users name, login email address and password is shared across all companies. Other user settings, such as site access and user role, are specific to the company that the user is logged into at that time.
How Do I See Which Users Can Access A Specific Site?
Within Cinchio back office, you can see which users currently have access to a specific site:
- Head to User Management > Users and access the search filters at the top.
- Select the site within the Site list and select [SEARCH].
All users that currently have access to the selected site will be listed in the search results.
How Do I See Which Users Have Specific Rights & Permissions?
Within Cinchio back office, you can see which users are currently assigned against a specific user role:
- Head to User Management > Users and access the search filters at the top.
- Select the user role within the Role list and select [SEARCH].
All users that are currently assigned to the selected user role will be listed in the search results.
Can New Sites Automatically Add Into User Site Access?
For organisations managing numerous sites and users within Cinchio back office, the process of adding a new site for user access can be time-consuming. To streamline this, consider activating the Auto Add Sites option within a designated User Role.
By enabling this option for a user role, all existing and future sites within the company will be automatically included in the site access list for users assigned to that role. Newly added sites become accessible to users the next time they log in to Cinchio back office.
Please note:
- Enable this feature only for user roles intended for individuals needing access to all sites.
- It may take up to 30 minutes for the user's site access list to update with new sites.
- If a site is manually removed from a user's access list, this feature will automatically re-add it.
Troubleshooting
I've Forgotten My Password.
If you've forgotten your password, Click Here for details on how to reset it.
I'm Unable To Log Into The Back Office.
If you are unable to log into back office, first check to ensure that you are accessing the correct URL as there are two websites:
- For Europe, use www.centegraplus.com
- For North America, use www.centegraplus.us
If you're unable to login, Click Here for details on how to reset your password.
Following a password reset if you are still unable to login, or if you're not receiving a password reset email to reset your password, contact a User Management administrator within your company to validate your login email and review your account status.