Types of Users
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
Fields | Description |
|---|---|
Type | Type of the user:
|
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 |
Creating Regular Users
Administrators (Super/Institute/Site) can create users and assign roles. Roles can be assigned for a specific CP or all CP's within a site.
Select the 'Users' card from the home page or menu and click 'Create'.
Selecting 'Regular' will allow you to assign the user roles.
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.
You can create a 'Contact' user type for such users. These users do not receive any emails.