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User Management
Self Sign Up
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.
Auto approval of new users
From V9.1 onwards, an auto-approve user feature has been introduced. With this feature, the users who have signed up will either get automatically approved or the super admins will approve the account.
System-level settings : Below are the list of the settings which the Super admin should enable so that the users are auto-approved:
Steps for self sign up:
Create
Types of Users
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. |
List of fields available on the create users page and their description:
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 |
Data Entry Users
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.
Contact Users
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.
Assign Roles
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. It will not appear if the user is a super administrator, institute administrator, or contact.
For more information on default roles and privileges, refer to the wiki page.
Set Default Printer for User
You can set a 'Printer' value for each user from the dropdown. This dropdown is configurable through 'Extras → Dropdown Manager → Label Printer'. This value takes precedence over 'Print Rule' settings. This value is added in the generated label CSV. This way, you can set the Printer based on the logged-in user. It is typically helpful when multiple printers are available.
Edit
You might want to edit user details like the user's Institute, primary site, contact details, role, form management, etc. The super Admin can update all the profile attributes of the users.
Lock / Unlock
Delete / Archive
Impersonate
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.
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