1 Introduction
2 Privileges specific to Super Administrators
3 Default Roles
4 Resources
5 Privileges of Users
6 PHI Fields
7 Edit Default Roles
8 Add Coordinator or PI at CP Level
9 Provide Researcher access to edit request
10 Create Custom Role
11 Import / Export
12 Query Resource (v6.3)

Introduction

OpenSpecimen allows controlling data access by assigning roles to users. The privileges can be controlled at a very granular level for each resource in the system.

OpenSpecimen provides default roles that administrators can assign to different users. To view details about default user roles, follow the below steps:

Navigate to the 'Roles' card.
Click on any of the roles to view more information.

Only Super Admins can create custom roles or edit existing roles.

Privileges specific to Super Administrators

Privileges	Description

Privileges	Description
Institute	To create one or more institute in the OpenSpecimen
User accounts	Only super admin can create other super admins
Extras>>Audit log	Generation of the audit logs
Extras>>Database Console	Access to database console
Extras>>API call logs	History of API call logs
Extras>>Backups	For setting up database and data file backups
Extras>>Dropdown manager	To manage values to be displayed in the dropdowns
Extras>>Identity providers	To create and manage user authentication providers
Extras>>Import records	To upload the data from multiple files at the same time
Extras>>Print rules	To create and manage specimen label print rules
Extras>>Specimen units	To add, edit, delete the specimen units
Extras>>Upgrade history	To view OpenSpecimen upgrade logs
System Settings	This allows super admin to update system settings. For more information, refer to https://openspecimen.atlassian.net/wiki/x/EQCtAg
Attach Form	Super admin can attach form at different level. For more information refer to Attach Forms at Different Levels - OpenSpecimen - Confluence (atlassian.net)

Default Roles

OpenSpecimen is installed with some default roles. Below mentioned are the default roles with descriptions.

Do not edit the default roles shipped with OpenSpecimen as it will causes issues with access across the system. It is suggested to create new roles as per requirement

Name	Description

Name	Description
Administrator	Users can perform all operations within the assigned sites.
Coordinator	Users can perform all operations within the assigned protocols within the same site.
Principal Investigator	The user has read access to all data within the assigned protocols.
Researcher	The user has read access to non-PHI data within the assigned protocols and its catalog request.
Technician	Users can perform specimen operations without access to PHI data within the assigned protocols.
Tissue Banker	Users can perform all operations within the assigned protocols.
Clinician (v6.2)	Users can register participants and collect and ship primary specimens within assigned protocols. (The user cannot access child specimens, containers, and other workflows.)
Consent Collector (v7.0)	Users can perform all the operations on the participant(PHI), Consent, and Query module.

Resources

The resources define the module and data entry access given to the user.

Resources	Description
Participants(DeId)	User will only be able to access and see the de identified(non PHI) data of the participant.
Participants(PHI)	Users can access all data of the participant including identified fields(PHI) like name, birth date, MRN etc. If Participants(PHI) resource privilege is given to the user, Participants(DeId) can be skipped.
Primary Specimens	Users will have access to Primary Specimens only.
Specimens	Users will have access to specimens of all the lineage i.e. primary, derived and aliquots.
Gels	Gives access to gels module. Refer to the wiki page for more details on Gels.
Shipping and Tracking	Users will have access to ship and receive the specimens/containers within sites that use OpenSpecimen. Gives access to the Shipment module. Refer to the wiki page for more details on Shipment
Jobs	Users will have access to the Jobs module. Refer to the wiki page for more details on Jobs.

Privileges of Users

Resource	Access To

Resource	Access To
Collection Protocols	Collection Protocols based on the configuration in the user's role tab.
Consent Response	Consents response within a Collection Protocol or Distribution Protocol. Note: Only super admins can add/edit the Consents at the global.
Distribution Protocols	Distribution Protocols based on users' sites.
Gels	Gels based on users' sites.
Jobs	Users can only see jobs created or shared with them.
Orders	Orders for the DPs they have access to.
Primary Specimens	Primary specimens for the CPs they have access to. Note: This is typically given to Clinical Coordinator staff, who are responsible for collecting the primary specimens.
Participant (PHI)	All participant data (PHI and de-identified).
Participant (DeId)	Only de-identified fields. NOTE: Users with 'Participant (DeId)' read, create, update, delete permissions will not be able to register a new participant within the CP. They can only see the existing participants, collect new visits, and add specimens.
Path Report	Can upload and access pathology reports. It also contains additional controls for lock/unlock path reports. This can be used if path reports will be locked after manual review or de-identification.
Query	Query module.
Specimens	All specimens (primary, derivative, and aliquots) for their CPs
Storage Containers	Containers within their site. Note: Container types can be added only by super admins and institute admins.
Shipping and Tracking	Shipments within their site.
Supplies	Supplies based on their CP and site access.
Users	Users within their institute.
Visits	Visits for their CPs.
Catalogs	Users can access catalogs and their requests.

PHI Fields

The below fields marked as PHI in OpenSpecimen won't be visible to the roles with 'Participant (DeId)' privileges:

First Name
Middle Name
Last Name
Birth Date
Social Security Number
Death Date
Master Patient Index
Medical Record Number (MRN)
Surgical Pathology Number
Any custom fields marked as PHI.

Edit Default Roles

The default role listed below should not be renamed or edited. They get auto-assigned to specific users, as stated below:

Role	Auto-assigned to

Role	Auto-assigned to
Administrator	Institute Administrator, Site Coordinators

2. The rest of the default roles can be edited.

3. No role can be deleted via UI.

4. While editing a role, keeping at least one resource privilege is mandatory.

5. Editing means you can assign or unassign permissions to a user or altogether remove a resource.

Sign in as Super admin → Navigate to Roles
Click on the user you wish to edit, for example, Administrator.

Click on edit --> Go to any resource. For example Supplies

To give only read access, tick only the read permission.<