Steps
- Main menu – Management – Users and Roles
- At a user, click on “edit”
- Tab Personalia/Personal details
- Add extra roles at the drop down menu
- Click on “Save”.
Extensive steps:
Step 1: Log in on CTMS
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Step 2: Navigate towards ‘Users and Roles’
Now you see the starting page. Place your mouse at the top, in the menu bar, and click on “Management”. Then, click on “Users and Roles” under the heading “Users and Roles”.
Step 3: Overview of users and roles + Filtering
Now you see a list of users within the application. At the top of the list you can filter the results on users with a role in CTMS , users without a role in CTMS or both (“all users”).
At the bottom of the list you can navigate towards the first, previous, next, last or a specific page. You can also change the amount of results displayed per page.
Step 4: Adding roles
Add roles by clicking on the pencil icon next to the concerning user in the list or by double clicking on the user. This brings you to the page with information about this user. On the tab “Personalia” (where you start on this page) the heading “Settings” are at the top.
On the screen you will find the same drop down menu as when adding a user. Select all the roles you want the user to have.
Step 5: Save and continue
When you are ready with making changes, click on “Save” on the bottom left of the page. If you would rather not make the changes, click on “back” (without clicking “Save”).