...
A Role/Roles are to be assigned to User(s)
In case of a multi-site customer, users can be restricted to certain Sites only
Users can be restricted to certain Studies only
Default Settings
New users will have no assigned Roles. To be able to log into ClinSpark, users need at least one Role assigned to their User Profile. Their User Role will allow them to perform the assigned Role Actions within ClinSpark.
...
When the “Require restrictions” settings are disabled for the User, they will have access to all Studies and Sites by default, unless you restrict access to specific Studies and Sites (via User Profile or Study > Configure > User Access).
Manage User Access to specific Sites
You can use the “Restricted Sites” section in a User Profile to manage user access to Sites.
...
To allow User access using the User Profile settings, go to Administration > Users, search for the desired User and click on their name to access their User Profile.
In the “Sites” section, click the green “Add” button.
Select the desired Site from the dropdown and tick the “Recruitment Restriction?” tickbox for User who will only perform recruitment-related actions within the Site.
Click “Save” to continue.
Repeat this for each Site that the User should have access to.
...
Manage User Access to Studies
To manage User Access to Studies, you can user their User Profile settings or a study specific User Access module (Study > Configure > User Access).
If the “Require Study Restrictions” setting is disabled for the User, leaving the “Restricted Studies” section blank will give the User access to all Studies. If the “Require Study Restrictions” setting is enabled for the User, you will need to add Studies that the User should have access to.
Using the User Profile settings to restrict access
This is the most common method for restricting users to specific studies.
To restrict User access using the User Profile settings, go to Administration > Users, search for the desired User and click on their name to access their User Profile.
In the “Restricted Studies” section, click the green “Add” button.
Select the desired Study from the dropdown and click “Save” to continue.
Repeat this for each Study that the User should have access to.
...
Using the Study Specific Controls to restrict access
For customers that need to be able to control User permissions on a per-Study level, there is a feature in Study > Configure > User Access to support this need. This Study specific User access layer works cumulative to the overall user permissions defined in the User Profile, but the study specific settings take priority. Note that this feature set is opt-in per study.
...
Import additional Users
Activate/Deactivate selected Users
Add/Remove Roles for selected Users
Delete Users added in error
...
User Access Hierarchy
Study specific settings will always take priority over the User Profile Settings. This means:
User has access to a Study in their User Profile, but they are not added to the list of authorized users in the Study Configure module = User will not have access to the Study.
User has access to Study A in their User Profile (no additional restrictions are defined in Study Configure) and access to Study B on the Study Configure module = User will have access to Studies A and B.
| Note |
|---|
If you are considering using the Study Configure module to restrict User Roles for Users, please consider the following:
|