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 on "User Rights" in the left side bar
- 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 (shown in image below). Here select the rights you'd like to give the user and click "Create role" (circled in red in image below). For an explanation of rights, go to: /wiki/spaces/bmic/pages/276988066
- Now that the role is created, users can be added to it. Do this by clicking in the "Assign new user" box (circled in red below), type in the user's name, and 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. If the user does not have a REDCap Account, they will need to be created by following the steps on: Becoming a REDCap user .
- The user will now be assigned to that role