Users

 

The Users section of the Permissions page gives you the ability to select users and assign them roles.  It also allows you to edit or delete previously-added roles.  Saving and reloading the page causes your changes to this section to update the display of the Assigned Roles section above.

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The logged-in user, who must have the Aggregator role in order to modify user permissions, is allowed to remove them as the Aggregator.  If not also the Principal Investigator (the PI is granted a de-facto Aggregator role), then they will lose the right to make any further changes to the Protocol document.  Another person with the Aggregator role would need to add them back in.

 

Figure 865 Protocol Document, Permissions Page – Users Section Example

 

Table 449 Protocol Document, Permissions Page – Users Section Field Descriptions

Column

Description

Add/#

Displays sequential line item number for each table row in ascending, top-to-bottom order.  Also serves as a line selection/addition row label.

User Name

Required.  A user login identifier, this allows for selection of a user prior to adding permission for a user.  Click the lookupsearchicon icon to search for and return the value to populate the box automatically, or if known, type the value in the box.

Full Name

Display-only.  Automatically populated from the Person table based on your selection in the User Name field.

Unit #

Display-only.  Automatically populated from the Person table based on your selection in the User Name field.

Unit Name

Display-only.  Automatically populated from the Person table based on your selection in the User Name field.

Role

A role is a bundle of rights given to a user to assist with Protocol document preparation.  A previously-selected role on an added line may be edited.  Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Aggregator:  open and edit a Protocol document (dependent on Protocol status), at least one required

Viewer:  display, but not edit a Protocol document

Multiple Roles:  allowed, listed vertically

Actions

Click the add  button to add your selection to as a row in the table below, which will become a numbered line item.  Click the delete button to remove a previously-added line item row from the table.  Click edit role button to change a previously-added role.

link.png  For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

 

Adding a Role

  To add a role:

1.  Click the search icon in the User Name field.

2.  On the Person Lookup page, enter criteria, if known, and click the search button.

3.  Scroll to locate the desired person from the search result table and click the return value link in the Return Value column.

     The User Name, Full Name, Unit #, and Unit Name fields are automatically populated based on your selection.

4.  Select an option from the Role menu.

5.  Click the add button.

     Your selections are displayed as a numbered line item below the Add row.

6.  Click the save button at the bottom of the page.

Editing a Role

  To edit a role:

1.  Click the edit role button in the Actions column for the appropriate user/role line.

     The Roles screen displays in a new browser window.

2.  Click the checkbox for the desired option to change the role.

3.  Click the save button to return to close the Roles window.

     Your change is shown in the Users section.

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Deleting a Role

  To delete a role:

•      Click the delete button in the Actions column for the appropriate user/role line.

After confirmation, the item is removed with existing lines renumbered accordingly, and the Assigned Roles section is updated.