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There are 4 types of users you can create in OpenSpecimen.

Type

Description

Super Administrator

Has access to all the data and operations across all the sites and institutes in the application.

Institute Administrator

Has access to all the data and operations within all the sites of the institute to which the user is associated.

Regular User

Has limited access based on their roles within the associated site.

Contact User

Users that do not log in to the system. For example, nurses, external lab members, etc.

User fields

The table below outlines all the fields available on the user page.

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titleClick here to view details...

Fields

Description

Type

Type of the user: 

  • Super Administrator

  • Institute Administrator

  • Contact

  • Regular

First Name

First Name of the user

Last Name

Last Name of the user

Email Address

Email ID of the user

Phone Number

Phone number of the user

Domain Name

It is "OpenSpecimen" by default. If you have LDAP/SAML configured, you can add that as the domain name

Login Name

The username that will be used to log in

Institute

Institute under which the user needs to be created

Time Zone

Time zone of the user

Note

To ensure accurate date and time display, please set their local time zones to their user profiles for users who are not in the native time zone.

Manage Forms

If enabled, the user will be able to add/edit forms. Refer to the wiki page for more details on forms.

Manage Workflows

If enabled, the user will be able to add/edit workflows. Refer to the wiki page for more details on workflows.

Disable Notifications

If enabled, the user will not receive any emails from OpenSpecimen.

API User

Enable if the user works with APIs. Refer to the wiki page for more details.

Download Labels Print File

Allows the users to download CSV files for printing labels. Refer to the wiki page for more details.

Address

Address of the user

Creating Regular Users

Administrators (Super/Institute/Site) can have the capability to create users and assign them specific roles. Roles These roles can be assigned designated for a specific particular CP or for all CP's CPs within a site.

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titleSteps to create users...
  • Select the 'Users' card from the home page or menu and click 'Create'.

    Screenshot 2024-05-20 145216.png

  • Selecting 'Regular' will allow you to assign the user roles.

    Screenshot 2024-05-20 152506.png

You can create multiple users in one go using the bulk import option, refer to https://openspecimen.atlassian.net/wiki/x/OgAw for more details

Creating Contact Users

Some users do not need to log into OpenSpecimen. E.g., Study PI, clinic staff etc. However, you still want to record data against them for record-keeping and audit purposes.

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