Types of Users

Type	Description

Type	Description
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.

User fields

Fields	Description

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

Creating Regular Users

Administrators (Super/Institute/Site) can create users and assign roles. Roles can be assigned for a specific CP or all CPs 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.

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.