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This article reviews the below topics. Click on the desired topic to jump to the relevant information.
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Project Design and Setup - Grants user access to add, update, or delete any forms within the project. Also allows user to enable and disable project features and modules. We suggest that only a limited number of users have access to his ability.
User Rights - Grants user access to change the rights and privileges of all users on a particular project, including themselves. We suggest that only the P.I. and the Manager have access to this ability.
Data Access Groups - Grants user access to create and add users to data access groups. User should not assign their self to a data access group or they will lose their access to update other users to data access groups. Therefore, user with this privilege should be able to see all project data regardless of group. We suggest that only a limited number of users have access
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Privileges for data reports (including PDFs and API exports), reports, and stats:
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Rename Records - Grants user access to change key id of record. We suggest that only a limited number of users have access
Delete Records - Grants user access to remove an entire record. We suggest that only the P.I. and the Manager have rights to delete records
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Settings pertaining to record locking and E-signatures:
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User roles are useful when you will have several users with the same privileges because they allow you to easily add many users to a role in a much faster manner than setting their user privileges individually. Roles are also a nice way to categorize users within a project.
The following shows how to create and assign user roles:
Click "User Rights" in the left hand menu under ‘applications’
Click in the "Create new role name" box (circled in red in image below). Here type the name of the role and click "Create role"
Now the "Creating new role" box will appear > select the rights you'd like to give the user and click "Create role" (circled in red in image below).
Now that the role is created, users can be added to it. Do this by clicking in the "Assign new user" box > type in the user's unid or name > select the correct name. Next click "Assign to role" and select from the drop-down menu which role you would like to assign to the user.
The user will now be assigned to that role
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