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Reconfigure a CM Mobile account

Guides you through the process of reconfiguring a CM Mobile account.

Written by Billy Dilks

Reconfiguring a CM Mobile account may be required when:

  • A carer tags in or out and appears under the wrong name.

  • A carer has multiple user records and the CM Mobile application is linked to the incorrect record.

  • CM Mobile activity is being attributed to the wrong user account.

This process allows you to remove the existing CM Mobile profile association and link the application to the correct user record.


How to Reconfigure a CM Mobile Account

Step 1: Access User Manager

  1. Navigate to the CM New World login page.

  2. Enter your credentials and sign in.

  3. Once the landing page has loaded, select User Manager.

Step 2: Locate the User

  1. Search for the user's name.

  2. Select the appropriate user from the search results.

Step 3: Edit the CM Mobile Application Assignment

  1. Scroll down to the Assigned Applications section.

  2. Locate CM Mobile within the list of assigned applications.

  3. Click Edit next to CM Mobile.

  4. On the initial screen, click Next.

Step 4: Verify the Linked User Record

  1. On the Configure Settings page, review the user record currently linked to the CM Mobile profile.

  2. If the assigned account is incorrect, click Remove to unlink it.

Step 5: Assign the Correct User Record

  1. From the list of available user records, locate the correct version of the carer's account.

  2. Select the appropriate record.

  3. Click Assign.

  4. Click Next to continue.

Step 6: Save the Changes

  1. Click Commit to apply the changes.

  2. Click Complete.

  3. Finally, select Save User to finalise the configuration.


Expected Outcome

Once the changes have been saved, the CM Mobile profile will be linked to the correct user record. Future tag-ins, tag-outs, feedback, and other mobile activity will be associated with the correct carer account.


Troubleshooting

If the correct user record is not available for selection, or if issues persist after reconfiguration, please contact Support for further investigation.

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