Getting Started

To get started in CDM, you need to know how to log in. You also need to know your role because your role determines the tasks that you can perform.

Roles

CDM provides a collaborative environment for users to contribute to the report, based on the role of the user. Your contributions depend on whether your role is administrator or user.

Administrator Role

The administrator in CDM creates the initial structure of a report and provides security access to the report. The administrator assigns parts of the report to users, along with a deadline for submission.

The administrator can edit any part of the report, maintain the overall structure of the report, manage the project deadlines, configure user access levels, configure dashboards, and monitor work status and submissions.

The administrator can also publish the report for the users. The administrator can choose to delegate some administrative tasks to non-administrative users.

User Role

Users can contribute content to various parts of a report in CDM, and multiple users can work on different aspects of the same report.

Users can view details, but they can update the report only within the documents that were assigned to them. By default, tasks such as changing deadlines for submission or changing global settings for all reports are normally performed only by the administrator. Users with the correct permissions can view the dashboards that are created for them. The administrator can choose to delegate some administrative tasks to non-administrative users.

Sign In to Certent CDM

The administrator provides you with your login credentials for CDM.

1. Select your server and click OK. At any time you can click Switch Server to enter a specific server address.
2. In the Sign in prompt, enter your user name and click Next.
3. In the Enter password prompt, enter your password and click Sign in.

   Note: Depending on security set by the administrator, if you enter an incorrect name or password, you might have to wait for a period before you can attempt another log in. It is also possible that your account is locked immediately. If this occurs, contact the administrator to unlock it.

4. If you have any objects that are checked out from a previous session, you are prompted to load the report that the objects are in. Select the report and click OK. Optionally, expand the hierarchy of the report and select the object that was checked out in a previous session. The report and objects open in the same session as when you last logged out. Or, click Cancel to start CDM without opening the report with objects that were checked out.

CDM opens, with the Open tab in view or a report with checked out objects in view. Depending on your role, you can now select a report or dashboard, or you do other tasks.

Important: For security reasons, sign out when you finish working with CDM.

If you want to change your password, use one of these methods:

• In the status bar, click your user name. In the User Profile window, enter your old password and new password. Confirm the new password and click OK.
• If you have sufficient permission, click Administration, and then under Security, double-click Users. Right-click your name and click Change Password. Enter and confirm a new password, and then click OK.