Users need to be defined to allow people to log into HRECTrack.
Administering users enables them to be created, edited and disabled.
Disabling stops them appearing in any selection list, and also means they cannot login.
By default, the list is ordered by :-
•User Type,
•Last Name,
•First Name.
Status options displayed include :-
• / User type,
• / User status,
• User is currently logged in (n.b. that this can also indicate that the user did NOT specifically log out after last use),
• User password change is required at the next login,
• User failed login retries have been exceeded (n.b. it will reset after a period of time - see login for details),
• User is linked to a HRECMember, Sponsor, or Researcher (see below and Project Users for further details),
• User alert.
Options include :-
• Edit the user,
• Reset password to 'password', and force user to change it at next login,
• Start an email for the user,
• Resets the login failures counter for a user (n.b. it will reset after a period of time - see login for details),
• Only available for some Administrators, it allows special access to diagnostics,
• User Reports.
User Types can be created or modified to have different permissions throughout the system.
The User Type column tooltip on the grid specifies the security permissions for that user type.
On the edit page, the information icon toggles an area that displays the permission for the selected user type.
There are two (2) ways of filtering the users list :-
1.Using the advanced filter (see details on filter criteria here) or
2.Entering basic text into the search text box and selecting the ‘Filter’ button.
In either event, the tooltip for the filter text box displays the filtering criteria that will be used. Refer to the advanced filter section for more details.
Linking a user with a HREC Member, Researcher or Sponsor allows the user to 'see' those projects with which the relevant HREC Member, Researcher or Sponsor are associated.
For the link to occur, the User Type must be the same as the type you want to link to (i.e. HREC Member, Researcher or Sponsor), and the link can only be made AFTER the user is initially saved.
Automatic association for users to projects (as per the Project Users page) occurs for the different types by the following :-
•Sponsors - a user linked to a sponsor can 'see' all project(s) that the sponsor is associated with via the Project Sponsors page,
•Researchers - a user linked to a researcher can 'see' all project(s) that the researcher is associated with via the Project Researchers page,
•HREC Members - a user linked to a HREC Member can 'see' all project(s) that the HREC Member is associated with via the project :-
• edit, or
• actions, or
• documents, or
• amendments, or
Linking is a useful way to give HREC Members, Researchers or Sponsors easy access to the system, and automatic association to the relevant projects.
It also enables the user to edit basic details (non-core fields, contacts, and addresses) of their relevant type (i.e. HREC Member, Researcher or Sponsor), thus alleviating some of the overhead for administrators.
Please note that if the user type is changed, any link is reset.