Managing Users

The Users screen allows administrators to:

• Add and remove users

• Assign roles and permissions

• View user profiles and reset MFA if needed

To create a new user:

1. Click “Add new” to open the Create User form.

2. Fill in the user’s details.

3. Assign the user’s role and account permissions:

   • Admin (Service Provider): Full access across the platform, including sub-account creation and SOP management.

   • Company Admin: Manage sub-account users and task content.

   • Editor: Edit questionnaires, policies, and tasks.

   • Viewer: Read-only access and report downloads.

   • Assessor: Limited to completing assessments.

After creating a user, Cynomi sends an automatic invitation email (valid for 5 days).