Assigning Role Access in ZIMS

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Enabling a staff person as a ZIMS User will assume that they have access to the email address provided for their account. ZIMS utilizes a secure log-on system called Auth0 and this requires that they can access emails sent from ZIMS for password access, reset’s and more.

 

Until you assign a Role to your staff, they will have no access to ZIMS. These Roles can be Species360 managed template roles or custom roles that you have created for your institution. How you assign the role is the same for each type.

 

Assigning Roles

Hidden Role Rights for Local Administrators

Hidden Role Rights for Medical Administrators

More Documents

 

Assigning Roles

 

To assign a ZIMS role go to Start > Institution > My Institution > Staff grid. Highlight the staff member and select View/Edit ZIMS Login Details from the Actions menu. Note that the View/Assign Medical Roles is not activated. That is because you must first assign access to the Husbandry module before you can assign access to the Medical module. This can be a read only role for Husbandry if you want.

 

1. You will need to check the ZIMS User box to activate the screen.

2. If the User is locked out you can unlock them here.

3. The Email will prefill from what was entered when the staff member was recorded. They can change this in My Preferences

4. Assign a unique User Name. They can also change this in My Preferences.

5. Assign the role by moving from the User Role box into the Selection box. You can assign multiple roles and the User will have all the functionality of both roles. But if more than one role is needed you may want to create a custom role that includes the desired access.

6. Click Save. When creating a ZIMS user and assigning roles for the first time an email will be sent to the user with a link to create a password for their account.

 

 

At the bottom of the screen you can:

1.Force single session so the User can be logged into ZIMS at only one computer at a time.

2.Limit Access by IP Number should you want to restrict ZIMS access to only limited computers such as at work.

3.Don’t forget to Save.

 

 

The staff member now has a ZIMs Role assigned and is checked as a ZIMS User.

 

Now when you open the Actions menu for the staff member the View/Assign Medical Roles is activated.

 

To assign a Medical Role you must be assigned a Medical Admin Role. Move the desired role from the Medical Roles to the Selection and Save. When assigning Medical Roles, you do not have the option to Force Single Session or limit by IP number, that is only available in the Husbandry module Roles.

 

 

What are Hidden Role Rights?

There are some functionalities that Local and Medical Admin Roles have access to that are not listed in the Role Selector. These are called “hidden Role rights”.

 

Features only available to Local Admin

Animal and Enclosure Lists

 

Locked Out Users

                             

 

 

Manage ZIMS Users

                             

 

                                  

 

Institution Preferences - ZIMS Accessibility and Features

 

 

Note Templates

 

Husbandry and Aquarist Daily Log Templates

 

 

Features only available to Medical Admin

Pharmacy Inventory

          Reopen a bottle that has been marked as finished in the pharmacy inventory.

          An audit note is generated.

 

                               

 

Necropsy

• Unlock a locked necropsy record.
• An audit note is generated.

                                   

 

Institution Preferences - ZIMS Accessibility and Features

• Can turn on and select level for Medical Records Sharing

 

Other topics:

	ZIMSHELP-MyInstitution-add edit users
	ZIMSHELP-MyInstitution-Custom Roles
	ZIMSHELP-Medical - medical roles
	ZIMSHELP-MyInstitution-Species360 Template Roles
	ZIMSHelp-Studbooks-Update Roles

 

 

Revised 5 March 2025