Types of Users

There are 4 types of users you can create in OpenSpecimen.

Type	Description

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	They have limited access based on their roles within the associated site.
Contact User	Users who do not log in to the system. For example, nurses, external lab members, etc.

User fields

The table below outlines all the fields available on the user page.

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 To ensure accurate date and time display, please set their local time zones to their user profiles for users who are not in the native time zone.
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, whether they are Super, Institute, or Site level, possess the authority to create users and assign them specific roles. These roles can be tailored for a particular CP or applied across all CPs within a site.

Navigate to Users → Click on the Create button to create a user.

Selecting 'Regular' will allow you to assign the user roles. To assign a role to a regular user, refer to this wiki page.

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

Email notification

An email is sent to the user upon the creation of their account.

Creating Contact Users

Certain users, such as Study Principal Investigators (PIs) and clinic staff, may not need to log into OpenSpecimen. However, it remains essential to document data associated with them for record-keeping and auditing purposes.

To accommodate these users, you can create a 'Contact' user type. It's important to note that these users will not receive any emails.

Creating Users

Types of Users

User fields

Creating Regular Users

Creating Contact Users