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Fill up details and click on 'Sign up.' Once you sign up, the admin will receive an email.
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Create
Types of Users
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Super Administrator | Has access to all the data and operations across all the sites and institutes in the application. |
Regular User | Has limited access based on their roles within the associated site. |
Institute Administrator | Has access to all the data and operations within all the sites of the institute to which the user is associated. |
Contact User | Users that do not log in to the system. For example, nurses, external lab members, etc. |
Data Entry Users
Administrators (Super/Institute/Site) can create authorized users and provide them with specific access privileges in OpenSpecimen. These users can be Site Managers, Biobank Managers, Laboratory Managers, Clinicians, Technicians, etc.
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Type of OpenSpecimen users:
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Contact Users
Some users (e.g., PI of the study, external lab members, nurses, etc.) do not log into OpenSpecimen. For such types of users, you can create a 'Contact' user type.
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Once you create a regular user, you will need to assign roles like technicians, tissue bankers, etc., by clicking on the 'Roles' tab from a specific user overview page.
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The roles tab will only appear if 'Regular' is selected under the 'Type' field on the 'Create users' page. If It will not appear if the user is a super administrator, institute administrator, or contact, the roles tab will not appear. |
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To edit the user, log in as a super admin and go to click on' Edit' from the user overview page→ click 'Editpage. From v7.2, you can edit some basic details of their profile, such as phone number, time zone, address, and notification settings. This will help regular users to do minor profile edits without bothering admin users. Rest fields will be uneditable to regular users. Steps to edit your own profile details :
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Lock / Unlock
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User account will get locked in 3 cases:
The system throws an error on UI about the account locked at the time of login. Locked users have to contact their admins to get their accounts unlocked. To unlock a user account, search for the user's account → From the user overview page, click 'Unlock'. Following these steps, a user will get an email notification that the account is unlocked. Super admin, institute admin, and site admin users can lock/unlock user accounts.
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A message at the top of the page highlights the user impersonated and the option to return to the super admin’s account. Email Notification (v8.1) When you impersonate as a user, you will get a popup message asking if you want to still proceed.
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Import
You can create multiple users, assign roles to them and add user training form data in bulk.
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Import UsersRefer to 'Users Template' for more details. Import User RolesRefer to 'Add Roles to Existing Users' for more details. Import User FormsRefer to 'User Forms Template' for more details. |
Export
You can export users, user roles (from v7.0), and user forms (from v8.0).
Export Users
You can export all the users or selected users.
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Export User Roles
You can export the roles assigned to a specific user or all users. It will make it easier to create a new user with the same permissions as another user. You can also use it to bulk review and check the CPs and roles assigned to users.
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- Login as Super Administrator.
- Navigate to the 'Users' page.
- Click on 'Export' and select the 'Users Roles' option. This will export all the user's roles as a CSV file.
- To export the selected user's roles, select the users by checking the checkbox present against the user from the list view. Then select the 'Users Roles' option from the 'Export' button. The selected user's roles details will get exported as a CSV file.
- You can create the user's with the same user roles, which are exported. For example, the 'Tasha V' user has the same user roles as 'Steph Jorge.'
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- Users can bulk review the user's assigned roles, CPs, and site access.
Export User Forms
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