Edit a group in the system database

EditGroup.png 

  1. Click IconSecurity_6.png in the toolbar.

  2. Click icongrp_3.png above the list to show existing users.

  3. Select a group to edit from the list.

  4. Toggle between the Rules and Members tabs in the right panel.

Manage group rules

EditGroupRules.png 

  1. In the Rules tab, to add a rule, click iconaddrule_3.png at the bottom of the list of rules.
    To view or edit a rule, click the rule name.

  2. In the expanded area, enter or edit the Name for the rule.

  3. Define the rule criteria by selecting the Folder Type, a Property, an Operator, and a Criteria from the respective menus.
    To add more criteria to the new rule, click iconaddcriteriarow.png and repeat the selections of Folder Type/Prop­erty/Operator/Criteria.

  4. Check on/off the box(es) to define the permissions to grant the group when the rule is applied. The permissions are grouped into 4 categories: Root Folder, Data, Library, and Experiment. For each of the categories, permissions can be set to allow a group to:

  5. Create the Data, Library, or Experiment folder

    Read the contents of the folder

    Edit the contents of the folder

    Delete the folder and its content

    Lock the folder or files in the folder

    View the folder contents even when blinded in a study

    Set the folder or files to be blinded in the study

  6. Click Add to save the new rule or Apply to accept the modifications to the existing rule.

To delete a rule, click delete_folder_icon_7.png to the far right of the rule.

Manage members within a group

EditGroupMembers.png 

  1. With the desired group selected in the list on the left, select the Members tab on the right.

  2. The list on the right shows all the users in the directory, but only the checked ones have access to the selected group.

  3. To search for a member, type the name in the Search area above the list on the right.

  4. To sort the list of members, click a column header. Click the column header multiple times to switch between ascending, descending, and no sorting.

  5. To add a user to the group, check the corresponding box. To remove a user from the group, uncheck the corresponding box.


Last modified date:7/31/19
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