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Table of Contents

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Login as Super admin → Settings

Fields DescriptionPermissible ValuesValidation
Auto Approve UsersEnable automatic approval of new user signup requests.
  • Enabled 
  • Disabled
If Disabled accounts have to be approved by Super Admins
Default Signup InstituteDefault institute to use for the newly signed-up users.

It should be an existing Institute. 

If not specified, the sign in user will get an error for 'Institute name is required'

Default Signup User RoleDefault role to assign users on auto approval of their signup requests.
It should be one of the default roles
Local Account SignupsEnable signup requests for the 'OpenSpecimen' domain.
  • Enabled 
  • Disabled
When disabled, the domain dropdown should not contain the option 'OpenSpecimen'

For the users to receive the notification below, fields should be enabled

Fields DescriptionPermissible ValuesValidation
User CreatedSend an email when a new user is created.
  • Enabled 
  • Disabled
When disabled, the new user will not receive any notification
User Signup RequestEmail administrator when a new user signs up.
  • Enabled 
  • Disabled

User Signup ApprovedSend an email when a signup request is approved by administrator.
  • Enabled 
  • Disabled


Steps for self sign up:

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FieldsDescription
Type

Type of the user: 

  • Super Administrator
  • Institute Administrator
  • Contact
  • Regular
First NameFirst Name of the user
Last NameLast Name of the user
Email AddressEmail ID of the user
Phone NumberPhone number of the user
Domain NameIt is "OpenSpecimen" by default. If you have LDAP/SAML configured, you can add that as the domain name
Login NameThe username that will be used to log in
InstituteInstitute under which the user needs to be created
Time ZoneTime zone of the user
Manage FormsIf enabled, the user will be able to add/edit forms. Refer to the wiki page for more details on forms.
Manage WorkflowsIf enabled, the user will be able to add/edit workflows. Refer to the wiki page for more details on workflows.
Disable NotificationsIf enabled, the user will not receive any emails from OpenSpecimen.
API UserEnable if the user works with APIs. Refer to the wiki page for more details.
Download Labels Print FileAllows the users to download CSV files for printing labels. Refer to the wiki page for more details.
AddressAddress of the user


Data Entry Users

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