Administrator Guide
March 27, 2023
Users
*Click on the Users menu tab to bring up the following sub-menus
Org Admins have the permissions to add new Users within their Org or manage existing Users, i.e., reset user’s passwords, update user’s profile information, archive Users from their Org, and Bulk Import multiple new Users at once into their Organization.
Bulk Import
Multiple new Users can be bulk imported all at once using the Bulk User Import template. Contact the COBRA Support team to request the template.
1. Edit the Bulk User Import template provided by the COBRA support team and save it to your local computer.
2. The following cells are required to upload successfully.
• User Name (Ex. John. Doe)
• Organization Name *Org Name needs to be spelled the same and is case sensitive. • FirstName
• Last Name
• Email Address
• COBRA Role Guide
▪ Regular User Role - 912414EC-0750-470C-9161-ABC3BDF514E0
▪ Org Admin Role - 8FA45311-0E6F-43E6-BF1C-B9BEFBF9B6E1
3. Navigate to the Bulk Import sub-menu and click on it.
4. Before browsing for your file to upload, checkmark the ‘You have a license…’ and ‘I acknowledge…’ checkboxes.
5. Click the ‘Select files…’ button to browse for your saved template.
6. Confirm that the number of Users in your template matches the number under the Successful Users Uploaded column in the Upload History grid.
7. Uploaded Users can now be viewed on the main User List page.
Users Fields
These settings are found in the User Profiles. To Update or Delete entries please utilize corresponding buttons.
Crisis Function
1. Click the Add New Entry button.
2. Type in a Crisis Function Name.
3. Click the Save button to add.
Department
1. Click the Add New Entry button.
2. Type in a Department Name.
3. Click the Save button to add.
Job
1. Click the Add New Entry button.
2. Type in a Job Name.
3. Click the Save button to add.
User List
Main User List page where Org Admins manage Users in their Org as well as add/archive Users.
Create New User
1. Click the Create User button.
2. Fill in all the required fields that have a red asterisk. All other fields are optional and can be filled in by the Users themselves.
3. Password field can be left blank, but it is highly recommended that you set an initial temporary password for your Users and have them reset it once they log in for the first time.
4. Checkmark the ‘You have a license…’ and ‘I acknowledge…’ checkboxes.
5. Click the Save button to finish adding User to your Org.
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