Manage Users

This help article is split into six sections. Click the links below to navigate to the relevant section:

Invite new users  |  Resend invitation email  |  Search and filter users  | Edit user  | Temporarily deactivate user  | Delete user  |Download user information

Applicable to	Centro QMS/QMS Starter, Centro KMS, Centro ESSENTIALS
NOT applicable to

Centro administrators can choose which personnel within their organisation can access the Centro ASSIST web app. They also have the ability to temporarily deactivate and/or delete users.  

All users can view and search the names of other people that have access to the web app.  

You, as the nominated system administrator, will receive an invitation email from Centro ASSIST. Follow the links and prompts to set up your account.  

Tip

You can use this method to give your auditor access to content on the system during your stage 1 and stage 2 of your NDIS audit.

 

Invite new users  

You can invite people in your organisation to access the web app. The number of people you can invite will depend on the number of user licenses that have been assigned to your organisation’s Centro ASSIST web app.  

1. Click the People tab in your web app. 

 

2. Click on Add New User in the top right-hand corner of the screen. 

3. Enter the user’s details into all the relevant fields.  

4. Click Change under User permissions and choose the permissions you want to give the new users.  

Tip

Process Viewing is the standard permission for view-only users.

 

 

 

 

Permission	Description
Process Viewing	Gives users the ability to: view policies, processes, work instructions, regulations, documents undertake knowledge tests raise incidents, complaints and feedback.
Policy Editing	Gives users the same permissions as Process Viewing and also the ability to create/edit: policies regulations documents.
Process Step Editing	Gives users the same permissions as Process Viewing and also the ability to create/edit: process steps documents work instructions.
Process Editing	Gives users the same permissions as Process Viewing and also the ability to create/edit: all parts of a process work instructions documents roles.
Risk Viewer	Gives users the ability to view risks.
Risk Editing	Gives users the ability to: view risks create/edit risks.
Report Downloading	Enables downloading reports for all items
Incident and Improvement Manager	Gives users the same permissions as Process Viewing and also the ability to create/edit: incidents complaints feedback improvements.
Audit Data Entry	Gives users the ability to download, complete and upload audits.
Audit Approval	Gives users the same permissions as Audit Data Entry and also the ability to: add new audits to the to-do list assign audit contributors and business units. approve audits.
Model Administration	Gives users all the rights of administration but without the ability to view/edit web app users.
Administration	Gives users access to all permissions, including the ability to view/edit web app users.

 

 

Tip

Functionalities will differ according to the type of subscription that you have purchased.

 

5. After you have entered all relevant details, click Save & Send Invite. 

 

6. The new user will now appear in the Users menu. 

Once you have added the user, they will receive an invitation email. They will be able to log on to the Centro ASSIST web app by following the prompts in this email. 

 

Resend invitation email   

You can resend an invitation email to a staff member at any time. Using this email, they will be able to set up their account on the Centro web app, if they have not already done so. 

1. Go to the People tab and access the Users subtab. Double click on the relevant user. 

2. Check the Reset box and click Save.  

 

 

Search and filter users  

For accounts with many users, you can search for users using the top search bars. You can also filter users by: 

• First (given) name 
• Last (family) name 
• Email/sign-in 
• Permissions 
• Roles (For Centro QMS customers only)
• Tests passed (For users with Knowledge Testing enabled)
• Status

 

Edit user 

1. Access the People tab.

2. Click once on the user you want to edit and click Open User Details.

3. Make all relevant edits and click Save to confirm changes.

 

Temporarily deactivate user  

1. Click on the user’s name in the People menu and select Open User Details. 

 

2. Uncheck the Activated box and click Save.

 

3. To reactivate user, do step 2 in revers (check the Activated box and click Save). 

 

Delete user  

1. Click on the user’s name in the People menu and click Delete. 

 

2. You will be presented with a prompt. Click Delete to permanently delete the user.  

 

Download user information 

 

1. Click Download.

 

2. Use the document content dropdown menu to select the type of content you want to download and confirm the download. 

 

 

3. Once the document is prepared, click Open.