Administration Quick Start Tour
Role: Admin
Assign a new user
Assign an existing user
Sign in
There is a link to the Sign in page in the Welcome email you got from us.
Home
When you click Sign in on the Sign in page, you go to the Home page.
Admin
As admin you are a super user and have all permissions to do everything in the software, including as RCA user, User manager and Subscription manager.
You have a very important role in enabling colleagues to use GembaCI RCA.
If you are the admin who created your organization’s account and you have not first done the RCA Quick Start tour, please click here now to do your first RCA in GembaCI RCA following the RCA Quick Start Tour. You can come back to the Administration Quick Start Tour later to see how you can add User managers and Subscription managers.
If you have already done the RCA Quick Start Tour, please continue here.
Manage users
As admin, you are also a User manager. See Role: User manager. User managers add new users, edit existing users and deactivate and activate users.
Add User manager
But if your organization is large and there are going to be many users, you should assign one or more User managers as soon as possible to help you manage users.
Assign a new user
To assign a new user as User manager, click on Administration > Identity Management > Users and click on Add new user.
Then click on the Roles tab. Please note that the user must be an RCA user to be assigned as User manager.
Assign an existing user
To assign an existing user as User manager, click on Administration > Identity Management > Users > Actions > Edit.
Then click on the Roles tab. Please note that the user must be an RCA user to be assigned as User manager.
Manage subscriptions
As admin, you are also a Subscription manager and you can subscribe for the Paid plan and manage subscriptions by increasing or decreasing users. See Role: Subscription manager.
Add Subscription manager
But you may want to assign a dedicated Subscription manager to manage subscriptions.
To assign a Subscription manager, ensure that the user is assigned as an Application user and User manager as explained above and then select the Subscription manager tick box.
The person who created the GembaCI account is automatically assigned to the role of admin. Because the admin is a super user with all permissions to do everything possible in the software, it is important that the role of admin is allocated to the appropriate person as soon as possible. This may be somebody in IT or Administration, for example.
To change the user who is the admin, click on Administration > Identity Management > Users and then Actions for the user who is the admin. In the Actions dropdown, click on Edit.
You cannot change an existing user to be the admin. If you want an existing user to be the admin, first delete them as a user.
Also note that all problem statements and other actions that were assigned to the first admin, will now be assigned to the new admin. The new admin should re-assign them to the appropriate user.
This is the end of the Administration Quick Start Tour for Role: Admin. You can click on Next to go to the Quick Start Tour for Role: User manager. Or click here to go to the RCA Quick Start Tour.
