Assign roles in Oracle Health IAMS

A user with an Oracle Health Sciences single sign-on (SSO) can't start working until they have been assigned one or more product roles. The roles grant access to Oracle Clinical One Platform and/or Oracle Clinical One Digital Gateway as a whole, rather than to specific studies. A product administrator will assign study-specific roles to users from within Oracle Clinical One Platform.

Before you can assign roles to a user, you must complete the steps in Create an Oracle Health Sciences single sign-on.
The following users can assign or request roles:
  • Delegated administrators can assign roles to Oracle Health Sciences SSO accounts (as described in this procedure)
  • Users with Oracle Health Sciences SSO accounts request roles for themselves as described in Request roles

Show me how!

To assign roles to a user:

  1. Sign in to Oracle Health IAMS as described in Sign in to Oracle Health IAMS directly with your Oracle Health Sciences SSO administrator account.
  2. Expand Administration in the left panel and click Users.

    In the left pane, Users appears below the Administration heading
  3. Choose one of the following options:
    • To see a list of all users, click Search, located below the filtering fields and to the right.

      On the Users page, the Search button is below the Search Users section

    • To find a user, enter search criteria for the user, and then click Search, located below the filtering fields and to the right. For example, choose one of the following options:
      • From the E-mail drop-down, select Equals, and type the user's email address.
      • From the Display Name drop-down, select Equals, and type the user's display name.
  4. In the Search Results table, find the user, and in the User Login column, click the user's name.

    The user appears in the Search Results section, and you click the value in the User Login column
  5. On the User Details page, select the Roles tab.

    The Roles tab appears on the profile page for the user you selected
  6. From the Actions drop-down, located above the table of roles, select Request.

    On the User Details page, the Actions drop-down appears in the toolbar on the Roles tab
  7. Find the roles that the user needs:

    Tip:

    If you're not sure of the roles that users need, see Which roles do users need in Oracle Health IAMS?
    1. In the search box, type the name of the role and press Enter.
    2. To the right of each role that the user needs, click Add to cart.

      On the Catalog page, the Add to cart button appears to the right of the approver role
  8. In the upper-right, click Checkout.

    On the Catalog page, the Checkout button appears in the upper-right corner
  9. Review the roles in the cart.
  10. In the upper-right, click Submit.
    The Request Summary page opens, and a confirmation message appears at the top of the page.
  11. If your organization activated approval for the role, ask someone with the Approver role to approve the access requests so that the user receives the role(s) you assigned.

    Note:

    You cannot approve your own requests, so someone else at your organization with the Approver role must approve them.