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A newly created User will have no Study and Site restrictions applied. There are two some approaches you can take consider in managing default user access (setting up new users) to Studies and Sites.
Allow access to all Studies and Sites by default
Do not allow access to any Studies nor or Sites by default
This can be controlled with the “Require restrictions” settings in the User Profile:
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When the “Require restrictions” study restrictions?” settings are enabled for the User, they will have no Study nor Site access by default. You will need to explicitly add Studies and Sites that the User should be able to access.When the “Require restrictions” require at least one study added to their profile in order to log in and access the system. This is a specific check done at login.
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When the “Require site 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.
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If the “Require Site Restrictions” Restrictions?” setting is disabled for the User, leaving the “Restricted Sites” section blank will give the User access to all Sites. Is If the “Require Site Restrictions” Restrictions?” setting is enabled for the User, you must add at least one Site that the User should have access to.
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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.
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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
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Remember that the “Require study restrictions?” settings on user profiles are intended to check what studies a user might have access to at login. If this setting is enabled, and the user has no study restrictions, they will not be able to login. |
Using the User Profile settings to restrict access
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Study specific settings will always take priority over the supersede specific User Profile Settings. This means:
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If you are considering using the Study > Configure module ‘User Access’ features to restrict User study specific Roles for Users, please consider the following:
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