Overview |
Study teams are responsible for adding and removing users to and from their project & managing their permissions. - User permissions referred to as rights or privileges.
- When assigning privileges we recommend Principle of Least Privilege, which means assign each user the minimum permissions necessary to fulfill their role.
- Training is only required for personnel requesting and building projects. Training is recommended for personnel managing projects. There is not a general orientation to REDCap or training requirement for other users.
- Users can be added and removed from the project throughout the project's lifecycle (during development and production). This includes requesting accounts for external users.
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User Management Application (module) |
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- The User Rights module is project application for user management.
- Link to the User Rights module is the the left nav and Project Setup tab of every project.
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Who Can Add & Remove Users at the Project Level |
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- Any user with access to the User Rights module.
- The personnel who requested the project be created in REDCap is automatically added to the project with permission to the User Rights module.
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How to Add Users |
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There are two ways to add a user to your project. They are NOT mutually exclusive. You can use both approaches in the same project. - Add an individual user to your project and set their rights.
- Create a role, set the rights for the role, and add users to the role.
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OHSU Users | Non-OHSU Users |
- Add OHSU personnel to your project with their valid OHSU username only whether or not it appears in the drop-down list.
- The drop-down list represents potential matches with users who have previously logged into REDCap and confirmed their identity.
- If the OHSU personnel you are trying to add to your project does not appear in the drop-down, it means they have never logged into REDCap.
- REDCap cannot send emails to a user until they have logged into the system and set up their account.
- Communicate to the personnel they have been added to your project will need to login into REDCap to access it.
- Never add OHSU users with their email address.
| For personnel external to OHSU, the project team will first need to request a REDCap account be created before they can add that personnel to their REDCap project. |
Instruction Notes |
- Click on the User Rights link in the left nav menu or Project Setup tab.
- Move your cursor to Add New User text box or Assign New User text box.
- OHSU Users
- Enter OHSU personnel's username whether or not the personnel's username appears in the drop-down list that is created as you start typing.
- Non-OHSU Users
- Enter the person's username that was emailed to you when you were notified the external account was created.
- This username will appear in the drop-down list that is created as you start typing.
- Click on the corresponding button Add with custom rights or Assign to role.
- For Adding users with custom rights
- Assign the user's rights in the pop-up modal window.
- Click the Save button.
- For Assigning users to a role
- The role must be created first.
- Select the role from the Assign to role button drop-down list.
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How to Edit User Permissions |
- Click on the User Rights link in the left nav menu or Project Setup tab.
- In the table of users
- For a user with custom rights, click on the user's username
- Click on the Edit privileges button.
- For edit rights assigned to a role, click on the name of the role.
- In the pop-up dialogue:
- Edit the rights.
- Click the Save button.
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How to Remove Users |
- Click on the User Rights link in the left nav menu or Project Setup tab.
- In the table of users, click on the user's username.
- In the pop-up dialogue:
- For a user assigned to a role, click on Remove from role.
- For a user with custom rights and not assigned to a role, click on the Edit user privileges button.
- In the pop-up window, click on the Remove user button at the bottom of the window.
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- Click on the Sponsor Dashboard link on the My Projects page.
- Check the box next to any user accounts requiring suspension, and click the red Suspend user button.
- In the Submit to administrator pop-up, click the Submit button.
- The REDCap Team is automatically notified and approves the request.
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