Roadmap: Managing roles and rights

1

Review the available rights and the default roles included in the application.

The application comes with a predefined set of roles, which are configurable, and rights, which are not configurable.

• Determine whether the default roles meet the needs of your study.
• Add any other roles that are needed. For more information, see Adding a role.

2

Modify the rights assigned to the predefined roles as necessary.

1. Select Administration ().
2. Click Manage Roles and Rights.
3. Click the Edit link for the role.

   The Rights Group page appears.

4. In the Rights Group Details section, edit the rights selections for the role.
5. Click Submit.

3

Assign reports to roles.

1. On the Administration page, click Assign Reports to Roles.
2. Click the Assign Reports to Roles link for the role.
3. Do one of the following:
   • From the Available Reports list, select the reports to assign to the role, and click Add (>).
   • To assign all available reports to the role, click Add All (>>).
   • To remove an assigned report or all reports, click Remove (<) or Remove All (<<).
4. Click Submit.

4

Assign each user to a role.

1. On the Manage Roles and Rights page, click the Change Assigned Users link for the role.
2. Do one of the following:
   • From the Available users list, select the users to assign to the role, and click Add (>).
   • To assign all available users to the role, click Add All (>>).
   • To remove an assigned user or all users, click Remove (<) or Remove All (<<).
3. Click Submit.