User Management
Users
Manage who can use Cinchio Back Office, and what they can see and do.
Can't find what you need? Contact Cinchio:
About
Users is where company administrators manage who can use Cinchio Back Office, and what they can see and do.
Set up users
Create and update user accounts and login details, and adjust each user's settings.
Control access
Give each user the companies and sites they need, from every site down to a single location.
Assign roles
Link each user to a user role, so they only see the parts of the system that matter to their job.
Users in several companies
A user's name, login email and password are shared across every company they can use. Their user role, sites and other settings belong to each company.
Ready to start?
Go to the Create tab.
Create
Give someone access to Cinchio Back Office.
Where are you adding the user?
This company
1
Start a new user
Go to User Management > Users and select NEW USER.
2
Fill in the details
On the New User page, fill in:
The user's name.
A valid email address they'll log in with.
Their user role, which sets what they can access.
The site they see when they log in. You can add more sites afterwards.
3
Save
Select Save. The user's record opens, where you can add more sites and settings.
The user is created.
What the user receives
New to Cinchio Back Office
They get an email invitation, and follow it to set a password and log in.
Already uses another company
No invitation is sent. The new company is there next time they log in.
Another company you manage
If you manage several companies, you can add a user from this company to another one.
1
Start
In User Management > Users, select Add User To Another Company.
2
Choose the company and access
Choose:
The user in this company to add.
The company to add them to. Only companies they can't already use are listed.
The site they see when they log in to that company.
Their user role in that company.
3
Add them
Select Add.
The user can now use the other company, but only its default site. To give them more sites, edit the user in that company.
An enterprise account
If you have an enterprise account, users created there don't need sites assigning. You can also see which of the enterprise's companies each user can use.
Edit
Change a user's details, access and settings.
What do you want to change?
Name and email
Go to User Management > Users, find the user and select EDIT. You can change:
The user's name.
The email address they log in with.
Changes apply everywhere
If the user can use several companies, these changes apply to all of them.
Passwords
You can't set a user's password. They can change their password while logged in, or reset a forgotten password from the login page.
Site access
Cinchio can't do this for you
For security reasons, Cinchio can't change user access for you. It's managed by the User Management administrators at your company.
Make sure you're logged in to the right company, then:
1
Go to User Management > Users, find the user and select EDIT. Open the Site Access tab.
Adding or removing a site?
Adding a site
1
Show all sites
Select SHOW ALL SITES. Every site you can access yourself is listed.
2
Tick the sites
Tick Access Allowed against the sites to add.
3
Save
Select SAVE.
The user can use those sites.
Removing a site
1
Untick the sites
Untick Access Allowed against the sites to remove.
2
Save
Select SAVE.
The user can no longer use those sites.
Ticked box is orange?
That's the user's default site, so it can't be removed. On the User Detail tab, change their Default Site and select SAVE & REMAIN, then come back and remove it.
Role and permissions
Cinchio can't do this for you
For security reasons, Cinchio can't change user access for you. It's managed by the User Management administrators at your company.
There are two ways to change what a user can do:
Which do you need?
Move one user to a different role
For when one person's job has changed, such as a new role or department.
1
Open the user
Go to User Management > Users, find the user and select EDIT.
2
Choose the role
Choose the new User Role.
3
Save
Select SAVE.
The user's permissions are updated, in this company only.
Change what a role can do
Changing a user role affects everyone in it. You might need to, for example, when a new feature is released or your company adds a module. See editing a user role's rights.
Settings
Go to User Management > Users, find the user and select EDIT. You can change:
The user's contact number.
The site they see when they log in.
Whether their Like For Like Dashboard opens on Today or Yesterday.
How many minutes of inactivity before they're logged out. The default is 30.
Tick to make them a stock period auditor, for audit periods.
This company only
If the user can use several companies, these settings only change for this one.
Invitation
Go to User Management > Users, find the user and select EDIT. If the user hasn't logged in yet, a message says so.
1
Select RESEND INVITATION EMAIL to send them the invitation again, so they can set a password.
Already logged in?
Once the user has logged in for the first time, the message and button disappear.
Search
Find users by name, email, role or site.
Shown straight away
When you open User Management > Users, every user is listed.
Searching
Use any of these filters in the Search panel at the top, then select SEARCH. Matching users are listed by name.
All or part of the user's name.
All or part of their email address.
Whether to include archived users.
Users with the selected role.
Users who can access the selected site.
What's shown
The user's name.
The email address they log in with.
Their user role.
10 users are shown per page. Use the page selector at the bottom right to move between pages.
Archive
Archive a user who no longer needs access. They can't log in to this company, but you can restore them.
You have delete rights
If you don't but think you should, find out how to get access.
This company only
If the user can use other companies, they keep access to those.
What do you want to do?
Archive a user
1
Open the user
Go to User Management > Users, find the user and select EDIT.
2
Archive them
Select Delete and confirm.
The user is archived, and can no longer log in to this company.
Restore an archived user
1
Find the user
Go to User Management > Users and search with Show Deleted set to Yes.
2
Restore them
Open the user, select Undelete and confirm.
The user can use this company again.
No other companies
They get an email invitation, as if they were new, to set a password.
Uses another company
No invitation is sent. This company is there next time they log in.
FAQs
Frequently asked questions
QHow do I change which sites a user can access?
See site access.
QHow do I change a user's rights and permissions?
See role and permissions.
QCan a user access more than one company?
Yes, with the same login email. Create them in the Users section of each company, or add them to another company. They get an invitation for the first company only, and use the same login for the others.
Users in several companies
A user's name, login email and password are shared across every company they can use. Their user role, sites and other settings belong to each company.
QHow do I see which users can access a site?
In User Management > Users, choose the site in the Site filter and select SEARCH.
QHow do I see which users have particular rights?
In User Management > Users, choose the user role in the Role filter and select SEARCH.
QCan new sites be added to users automatically?
Yes. Turn on Auto Add Sites on a user role. Every current and future site is then added to the site access of users in that role, the next time they log in.
Only for all-site roles
Use it only for roles whose users need every site.
Can take 30 minutes
It can take up to 30 minutes for new sites to appear.
Removals are undone
If you remove a site from one of these users, it's added back.
Troubleshooting
I've forgotten my password
See how to reset a forgotten password.
I can't log in
Check you're using the right website for your region:
Europe
North America
If you still can't log in, reset a forgotten password. If that doesn't work, or the reset email doesn't arrive, ask a User Management administrator at your company to check your login email and account.