CMS account administration
Last updated on September 3, 2021 at 10:06 am
Learn how CMS account admins can create, edit, and disable accounts.
Before you start
- You must have the CMS account admin role.
- You need the user's VA email, their role(s), and their section(s).
- If you need multiple accounts created, please contact the help desk. For each user, include their VA email, Role, and Section.
Create one account
- Log in to the Drupal environment where the user needs to be added. Adding a user in prod will automatically add them to lesser environments once those environments are rebuilt or refreshed.
- On the toolbar menu click Manage then click People.
- Click Add user.
- Enter the VA email into the Email address field.
- Check the box next to the Role(s).
- Enter the VA email for the Username.
- Enter any Password that meets the requirements (minimum 12 characters). The password won't be shared with the user or used for login.
- Enter the password again in Confirm password.
- Click the Status radio button that applies. Use Blocked if training is required before getting access.
- Click Create new account.
- Find the account you just created on the People search page. Enter the email in the Name or email field.
- Click the Status dropdown menu and select Any.
- Click Filter.
- Find the user in the results and click Edit under the Sections column.
- Check the box next to the appropriate Section.
- Scroll down and click Save.
Disable an account
- Log in to the Drupal environment where the user needs to be disabled. Disabling a user in prod will automatically disable them to lesser environments once those environments are rebuilt or refreshed.
- Click Manage then click People.
- Search for the user by email then click Filter.
- Click the checkbox next to the account.
- Click the Action dropdown menu and click Cancel the selected user(s) account.
- Click Apply to selected items.
- Leave the radio button as Disable the account and keep its content.
- Click Cancel accounts.