Use this guide to add individual users. For bulk imports, use the Excel import functionality.
To add, edit, or remove users, go to Admin > Users.
Permissions in Roles
To manage users, you need the Manage users permission under Roles > Administration > Manage users. A System Admin can also grant this permission at the hierarchy group level.
Add user
- Go to Admin > Users.
- Click Add new user.
- The Add user dialog opens.
- Complete the required fields. See User fields for details.
- Click Save.
After adding the user, open their record to review permissions and hierarchies on the Hierarchy tab.
Update user
- Go to Admin > Users.
- Search for the user.
- Click on the user to open their record.
- The General tab opens with the user's information.
- Edit the required fields and save.
Click the Hierarchy tab to update permissions and hierarchies.
Delete user
- Go to Admin > Users.
- Search for the user.
- Select the user in the overview and click Delete.
- Confirm when prompted.
Deleted users are quarantined for 30 days in the Trash Can.
User fields
Most user fields are self-explanatory. Fields in bold* are mandatory (First Name, Last Name, Username/Password, (Cirrus) Role, and for candidates also the User ID).
| User information | Description | Example |
|---|---|---|
| First Name* | First name of the user | John |
| Last Name* | Last name of the user | Smith |
| Username* | Username used to log in to the Cirrus platform | johnsmith or johnsmith@example.com |
| Password* | A personal secure password with at least 5 characters | n/a |
| Select role* | The role defines the type of user. See Admin > Roles | Candidate, System Administrator, Author |
| User ID* | Unique ID within Cirrus to identify a user; also used for API integrations. Optional for non-participants | johnsmith or johnsmith@example.com |
| Synchronisation key (deprecated) | The sync ID is a unique identifier for external integrations | 0fcf0639-a0ea-4274-abe9-ac9290c43999 |
| Special needs | When enabled, the user may receive extra time depending on assessment options | n/a |
| Enable Readspeaker | Enables the user to have text read aloud | Only visible when the add-on is activated |
| Labels | Labels add metadata to users | See Labels |
| Allow login via these IP addresses | Restrict login to specified IP addresses | See more info |
| Time zone | The user's time zone. Defaults to the regional settings value | Can only be set via Excel import |
| Personal information | Description | Example |
|---|---|---|
| E-mail address | Email address. Recommended; useful for password reset | johnsmith@example.com |
| Date of Birth | Date of birth | 22 July 2001 |
| Cellular phone | Phone number | 0123456789 |
| Address line 1 | Address | 1 Example Street |
| Address line 2 | Additional address | |
| Postal code | Postal code in any format | 12345 or 1234AB |
| Post address code | Post address code |
| Login information | Description | Example |
|---|---|---|
| Disable Cirrus login | Disables access to the platform | May also be useful when using SSO |
| Disable password reset | Disables the password reset option on the login screen |