Administration

What's in this section?

Admin-side tasks for managing staff accounts, permissions, teams, and clinic-level settings in CCMS. Most actions here require an Administrator role.

Staff Lifecycle

Day-to-day account management — register new staff, manage their access, and reset credentials.

Register a New Staff Member

Create a new staff account, assign role and clinic, and issue credentials.

Change a Staff Password

Reset a forgotten password or rotate credentials for an active account.

Teams & Structure

Configure Teams

Create and configure team structures so users inherit the right access automatically.

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Remarks

Editorial backlog — for authors & contributors

The following admin topics are planned future FAQs for this category. They are placeholders, not yet written. Use this list as a reference checklist when adding new pages.

Staff Deactivation & Offboarding

How to disable departing staff accounts without breaking their historical record entries. Includes audit trail handover.

Account Unlock

Procedure to unlock a locked-out account after failed login attempts. Currently referenced in troubleshooting but lacks a dedicated FAQ.

Audit Log Review

How to query, interpret, and act on the system audit log. Important for incident response and compliance reviews.

Role Template Management

Create, edit, and version the role templates referenced when registering staff or assigning permissions.

Clinic / Org-Level Configuration

Set up new clinic nodes, business hours, holiday calendars, and other org-wide settings.

Bulk User Import

If supported by the deployment, how to onboard multiple staff accounts at once via spreadsheet or API.

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All Administration FAQs

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