Search For and Update a CCMS User

Each CCMS user is assigned a security role and to an organization (Agency), which drives what CCMS pages and case information the user can view, enter or update. A BCCD Security Administrator can change a user's security role and organization.

Search for a CCMS User - Process Steps

  1. Scroll to the User Search section of the page.
  2. Enter search criteria in at least one of the following fields:
    • First Name
    • Last Name
    • Organization
    • Role
    • User ID
  3. Click [Search].
  4. A list of possible users displays in the Search Results section of the page.

Update User Role - Process Steps

  1. Conduct a User Search and select the user you would like to update in the User Search Results section of the page.
  2. The user's information displays in the User Search Results section of the page.
  3. Select the user's new security role from the Role drop-down list.
  4. Click [Save] to save changes or [Cancel] to cancel the action.
  5. User should log out and log back in to CCMS to see updated role.

Results of the Procedure

The user is assigned a new organization or security role.