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Table of Contents

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Login as Super admin → Settings

Fields 

Description

Permissible Values

Validation

Auto Approve Users

Enable automatic approval of new user signup requests.

  • Enabled 

  • Disabled

If Disabled accounts have to be approved by Super Admins

Default Signup Institute

Default 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 Role

Default role to assign users on auto approval of their signup requests.


It should be one of the default roles

Local Account Signups

Enable 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 

Description

Permissible Values

Validation

User Created

Send an email when a new user is created.

  • Enabled 

  • Disabled

When disabled, the new user will not receive any notification

User Signup Request

Email administrator when a new user signs up.

  • Enabled 

  • Disabled


User Signup Approved

Send an email when a signup request is approved by administrator.

  • Enabled 

  • Disabled


Steps for self sign up:

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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

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

Data Entry Users

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titleSteps to assign roles...

  • Click the 'Roles' tab on the user overview page.

  • Click 'Add role' and start entering data. Users can either assign privileges to all (current & future) CPs or specific CPs of a site.

Info

For multi-site protocols, you can assign multiple roles to a user under multiple sites on the same protocol.

Note

Note:

  • The 'All Current and Future' option in the site's drop-down will appear only if no roles are already assigned to a specific site.

  • When you assign the "Administrator" role to the user for a site, they get access to all CPs of that site by default.

  • You can only see those sites under the "Sites" dropdown that are registered under the institute that the user is affiliated with.

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Log in as a super admin and click on 'Edit' from the user overview page to edit the user.

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 non-editable to regular users.

Steps to edit your own profile details :

  • Log in to OpenSpecimen → Click on the 'User Profile' icon at the right-hand side top corner, as shown below.

  • Click on the username as shown below.                                                 

  • Edit phone number, time zone, address, and notification settings → Update. Verify if the details are updated.

Info

Note

: Institute and site admins can edit all users' profile attributes created under their institute and site.  

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The user account will get locked in 3 cases:

  1. The user has tried maximum failed login attempts.

  2. The user is inactive for the 'N' number of days.

  3. Super admin forcefully locked the user account.

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.

Note

Note:

If the super admin account gets locked, other super admins can unlock it, or the user has to email the OpenSpecimen help desk.

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