- Navigate through the Main menu - > Management - > Users and roles;
- Click on ‘add role’ by a user;
- Choose the desired role and any other options;
- Click on ‘Save’.
As a user of ResearchManager you are sure of the safety of your data. One way to guarantee this is the usage of a number of roles defined beforehand in the application. Because not everyone can access everything, the possibility of making mistakes is significantly decreased.
With every role comes certain rights – this way an application manager can edit the setting of the module but cannot save data in the CRF. A researcher can save data in the CRF, but does not have certain other rights – for example, they cannot export data. It is possible to grant a user multiple roles. A user can only have one role per site and per study.
If within the module you have the role of application manager or data manager, you can add new users and grant them a role. Below you can read how this works.
Roles that are allowed to grant rights:
If within the module you have the role of application manager or data manager, you can grant extra roles to users. Here you can read how it works.
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards ‘Users and roles’
Now you see the starting page. Click at the top, in the menu bar, on ‘Management’. Then, click on ‘Users and roles’ under the heading ‘Site- and user settings’.
Step2: Looking into display of users and information already linked to usernames
Now you see a list with users within the currently selected study (see top right). Above the list with users you can filter the results by study and site. Choose “No filter” and “All sites” to see all users.
By clicking on the arrow next to a username you can see the sub-information of this user – for example, to which study he or she is linked. To see this for all users at the same time, at the top you click on “Unfold all”, and “Fold all” to hide this information again.
Step 3: Adding a role to an existing user
You can add roles to an already existing user. You can do this by clicking on the plus-icon in the column “Add role” at the concerning user in the list. Now a pop-up opens in which you first select a new role.
Do you want to add a new user?
Then click on “Add new user” at the bottom of the list with users. On the page “Adding user” you can read more about creating a new user.
Next, extra options could become available. This is dependent on the role you choose. With a randomization manager for example you fill in what rights with regard to randomization this user is getting. With a researcher you can fill in to which chapters he has access.
If you are done with making changes, click at the bottom of the pop-up on “Save and New” (if you want to add more roles), on “Save and Close” (if you do not want to add any more roles after this one) or on “Close”, if you have decided that you do not want to make any changes after all.