Edit a user in the system database

EditUser.png 

  1. Click Icon_Security_2.png in the toolbar.

  2. Click icon_User_2.png above the list to show existing users.

  3. Select a user to edit from the list.

  4. Toggle between three tabs in the right panel.

  5. Roles, Group Membership and Folder Permission govern user access to content.

    Roles: The “maximum” permissions a user can have for any root folder. It is largely tied to license type.

    Group Membership: Provides access to “folder types” according to defined properties.

    Folder Permissions: Provides additional permissions to folders beyond those set by group membership, assuming that the assigned Role allows for that permission.

    Note:A user that is assigned a role must also be assigned as a group member or granted permissions in the Folder Permissions tab, or both to access any data in Integral:

    Permissions are additive. Thus, if a user belongs to two groups, his/her permissions are a sum of the permissions for the two groups. Similarly, if a user belongs to a group, he/she can be granted permissions, via the Folder Permissions tab, to additional folders that are outside of the group’s access.

    If a folder’s owner is editing the Effective User Permissions of a folder and an administrator is making changes to the same folder in the Security module at the same time, whatever changes that are made last will be applied.

  6. In the Roles tab, check on/off the box(es) to assign a role to the selected user:

  7. Click the information icon (icon_info.png) to see additional details about each role.

    The predefined roles that come with Integral are described in the following table.

    RoleTable.png 

    Note:The Archivist license is free of charge when other licenses are purchased and multiple Archivist licenses may be requested.

  8. In the Group Membership tab, check on/off the box(es) to specify the groups of which the selected user is to be a member.

    An administrator can grant other users (Full-Licensed User, QA, Archivist, Partner etc.) permis­sions in the Group Membership tab as long as there are no permission conflicts. A permission con­flict is indicated by a icon_conflict.png in the Status column. It means despite group membership, this user will not have all the permissions that the Group is trying to give him/her. Therefore, when an adminis­trator is assigning roles, make sure to also check the permissions in Group Membership tab.

  9. In the Folder Permissions tab, check on/off the box(es) to define the folder permissions to grant the selected user. The permissions are grouped into 4 categories, according to the security con­text (assigned when the folder type was created): Root Folder, Data, Library, and Experiment. For each of the categories, permissions can be set to allow a user to:

Create content (add subfolders and upload files)
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


Last modified date:5/18/21
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