Manage users on the system

Managing users on the system can only be done by user with administrative rights on the system.

Organization of users on the CheckPad system

Account classification:

technical admin: account to control technical aspects of the system
business admin: account to control business aspects of the system
user: account assigned to use basic functions of study

Only technical admins and business admins can configure the system. System configuration is set in the main menu.

Root account

root is a special technical admin account used to set up the system and has maximum adminstrative rights. Only root account can create and manage accounts to at technical admin level.

Levels of rights for user accounts

Levels of rights decrease in the following order: root > technical admin > business admin

Only the root account can create and manage technical admins
technical admins can create and manage business admin and user
business admins can create and manage user accounts

Administer User

Path: Admin → User → Administer Users.

Layout:

Pagination: pagination to approve user by list
Lookup user: Search user by name
Create New User
User Table: Table with the following information:
- Login name: Username
- Name: First Name, Last Name
- Current user status: Available, Removed
- Assigned study/site
- Action buttons with user:
  - View user information
  - Assign user to study/site
  - Remove user
  - Change rights assignment with each site

Manage users

Create new user

There are two methods to access the "Create new user" dialogue:

Click on "Create New User" from user management dialogue

Click on "Create New User" from main menu

User needs to fill in the following information:

Trường dữ liệu	Miêu tả	Hướng dẫn nhập liệu
User Name		Must only contain lowercase letters, numbers or "_" . Maximum 64 characters and must not match any other usernames in the system
First Name		Maximum 50 characters
Last Name		Maximum 50 characters
Email	This email will be used by the system to send communications such as notifications and password resets.	Must follow email format: username@institution.domain
Institutional Affiliation		Maximum 255 characters
Active Study	Study/site to assign user to	Select from lists of sites
Role		Select role from a list. This list depends on the selected study/site.
User Type		Select from lists of user types
User Password	Select method to set password	Send User Password via Email Show User Password to Admin

Choose "Submit" to create new user.

Update user information

According to levels of rights, user with business admin role or higher can update the information of subordinate accounts.

To update profile information, click on the "Edit" button of the corresponding account.

Data fields to update account:

Trường dữ liệu	Miêu tả	Hướng dẫn nhập liệu
First Name		Maximum 50 characters
Last Name		Maximum 50 characters
Email	This email will be used by the system to send communications such as notifications and password resets.	Must follow email format: username@institution.domain
Institutional Affiliation		Maximum 255 characters
User Type		Select from lists of user types
Reset Password	Resets password for the account in question	Selects reset or not
User Password	Select method to set password (only appear when 'Reset Password is selected)	Send User Password via Email Show User Password to Admin

Remove, recover user

To remove or recover user, click on the corresponding icon on the interface.

Manage roles from user management page

Assign new role

To assign new role, user needs to select the corresponding 'Edit' button

Select the desired site

Remove role assignment

To remove assigned role, user needs to select the corresponding 'Remove' button of the role to be removed
Confirm action

Recover role assignment

To recover removed role, user needs to select the corresponding 'Recover' button of the role to be removed
Confirm action

Below is a short introduction on managing roles via user management page.

CDM - [UM] MEDICLOWD