If you are a new user and want to sign up to access OpenSpecimen, go to the dashboard page and click on the 'Sign Up' button.
Fill up details and click on 'Sign up.' Once you sign up, the admin will receive an email.
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Type | Description |
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Super Administrator | |
Regular User | |
Institute Administrator | |
Contact User |
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.
Select the 'Users' card from the home page or menu and click 'Create'. The type of users depends on their role and their respective responsibilities. Type of OpenSpecimen users:
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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.
The contact users can be used in the below fields:
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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.
The roles tab will only appear if 'Regular' is selected under the 'Type' field on the 'Create users' page. If the user is a super administrator, institute administrator, or contact, the roles tab will not appear. Steps
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For more information on default roles and privileges, refer to the wiki page.
You might want to edit user details like user's Institute, primary site, contact details, role, form management, etc. The super Admin can update all the profile attributes of the users.
To edit the user, log in as a super admin and go to the user overview page→ click 'Edit. 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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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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Using the 'Delete' tab, you can delete the users created by mistake or who are no longer needed. Before deleting a user, make sure that the user is not linked to any data in the system. e.g., as a PI, coordinator, or technician of a CP, since you won't be able to access data linked to the deleted user. To delete the user, go to the user's list page, search for the user's name and click on 'Delete'. Sometimes you might want to close a user account but retain data linked to the user. In such cases, you can archive the user account. The archived user would not appear in any dropdown list. However, you can access the older data linked with the user. If you wish to reactivate the archived user - Go to the user's list page→ Set activity status to 'Archived' in search filters. The archived users' list will appear. Click the user to be reactivated and click 'Reactivate'. |
Super Admin can use the ‘Impersonate’ to log in as another user. This is useful for the support team to debug access issues or user-specific issues.
Post impersonation, the super admin’s UI will refresh the same as that of the user’s UI.
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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You can create multiple users, assign roles to them and add user training form data in bulk.
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. |
You can export users, user roles (from v7.0), and user forms (from v8.0).
You can export all the users or selected users.
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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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