If an individual with a Cayuse Admin person profile needs to log in to a Cayuse product to create/edit records and/or complete tasks, you'll need to first create a user account for them. Creating a user account is done within the person profile.
Once the account is ready, you can assign the appropriate Cayuse product user roles. While user account creation is instant, the full process of syncing the user’s specific roles into their various Cayuse products may take up to 12 hours, depending on total customer data volume at the time.
Check out the following video walkthrough:
Connecting a User Account
- In the left-hand menu, click on User Account & Roles.
- If you know there is an existing account you want to connect, search for the user, and then click Link.
- If there is not an existing account, click New Account.
- Enter the email address and username for the user. Click Save.
At this point, the user will receive an email prompting them to complete their account set up.
Assigning Roles
After pairing a person with a user account, the user will automatically be assigned the role of Cayuse Product User by default. You can assign the user additional roles, which will grant them extra permissions within their Cayuse product.
- Click on Assign Roles.
- Use the drop-down menu to choose the role you wish to assign to the user. Click Save.
The user will now have the permissions of the roles you have given them.
Unit-Based Role Assignments
Unit-based roles allow admins to assign users a role for a certain unit or units. For example, you may want a user to be able to see proposals in Cayuse SP, but only for a certain unit. This can be adjusted in the Admin module.
You can assign a unit upon assigning a role, restricting the user's permissions to a specific unit.
Please note: When assigning the Salary Access role for the Fund Manager application, a sub-unit is required to be selected. We suggest you select your Institution Root unit. To restrict a user's access by a unit, you must use Chartstring Security within the application.
When assigning the Salary Access role for the Project Effort application, the restriction will be based on the certification roles and rules created in that application.
Updating an Email After Initial Setup
To ensure security when an email address is updated in an account, the user will temporarily lose access to the system once the update has been submitted. They will then receive an activation email, prompting a password reset. Once the password is reset they will be able to access the system once again.