Once the departments and roles have been created you are able to start adding contacts to your Centrik system.
1. Navigate to the Contacts module by selecting the contacts icon
2. Click on the ‘+Add Contact’ button.
3. Clicking on the ‘+Add Contact’ button will display the following screen; it is here that you can add in the users details.
4. Complete the name, job title, organisation details, email address (the email that Centrik notifications will be sent to), and any telephone numbers
5. Click on the ‘Save’ button
These steps will create a contact on your Centrik site. This doesn’t provide them with access to the system, they have no system login details so are purely a contact within your address book.
To provide system access to an individual there are two options available at the bottom of the page, Grant Access and Invite.
Grant Access – Provides the ability to create instant access to Centrik, creating a system username and desired password. (Upon logging in for the first time a user is asked to change this password)
Invite – Centrik will send an invitation to the individual asking them to create their own password to the Centrik system, access is provided after this step is completed.
Log-in Section
After granting access the Log-in tab will appear, this allows you to configuration login and notification settings for this user.
Authentication Method - Within this area you can choose how an individual logs into their Centrik site, two options are Centrik login (autogenerated) or a Single Sign On (SSO) option.
Username – If using a Centrik logging in process this is the user’s username
Password – An area where you can reset an individual’s password
Tracking Exemption – The ability to configure if this individual is tracked against document distribution (default is no)
Email Exemption – The ability to configure is this individual is exempt from receiving emails (default is no)
Visibility – The ability to hide this individual’s details from the contacts overview from general users, superusers will still be able to view even if this is selected as hidden (default is visible)
6. Click on the ‘Save’ button, this will save the inputted information.
Once system access has been granted an additional tab titled Access appears in the individuals contact page, this tab allows you to place this individual into the correct role within your organisation.
Selecting the correct Org & Role
1. Select the Access tab.
2. Click on the ‘Edit’ button at the bottom of the page.
3. Select the role from the ‘Additional Roles’ area.
4. Clicking on the ‘Save’ button will save this information.
If an individual has more than one role within the same department then multiple selections can be made in this box. If the role is not appearing, it’s possible that the incorrect Organisation (if multi org) or department has been selected. To change these, click on the ‘Edit’ button and select the correct department.
If an individual holds more than one role within an organisation you can add additional organisation units through the ‘Add’ button within the Additional org units area.
1. Click on the ‘Add’ button.
2. Select the additional Org (if multi org) & the department.
3. Select the Additional Roles that are appropriate for the individual.
4. Click on the ‘Save’ button to save the information.
The individual will now have two tabs within their Contacts page, each tab carries their access rights for that department and role.
You can add as many additional orgs as required, adding in the relevant roles within each org unit. If you need to remove an additional org, then simply click on the ‘X’ button.