User Permissions

Learn how to add and remove Connect users to your population and manage their permissions in bulk, individually, or on a custom basis.

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Next: Roles

1.View Users

Navigate to the Configure area, Security page, User Permissions tab.

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The User Permissions tab displays tables of enabled and disabled users assigned to the population.  The following information is visible regarding each user:

  • Checkbox: Used to select the user in the row.
  • Name: First and last name of the user.
  • Email: User’s email address.
  • Last Login: The date/time the user last logged in.
  • Roles: All roles currently assigned to the user.
  • Sites: All sites to which the user is associated.
  • Campaign: All campaigns to which the user is associated.
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2.Search Users

Navigate to the Configure area, Security page, User Permissions tab.

To search for a particular user in the users tables, enter a user name into the Search Users box. Both tables that appear below the search box will filter when the enter key is pressed to show all users whose first or last name starts with the text entered in the search box.

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3.Assign Users

The user administrator can select one or more users from the existing list of enabled users to assign to the Population.  A user must be assigned to a population in order to view and manage participants and tasks associated to that population.  To do so:

  1. Navigate to the Configure area, Security page, User Permissions tab.
  1. Click the Assign Users button.

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  1. The Assign Users to Population page will appear.  Administrators can search for additional users by typing their names into the Search Users box.

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  1. Select a set of users to be assigned to the population by checking the boxes next to each desired user. Selecting at least one user will enable the Next button.
  1. Click Next to continue to the Assign Permissions page.
  1. Assign roles:  In the Roles section of the page select the desired role(s) by checking the checkboxes next to a role in the list of roles configured for the population.

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  • Click View to the right of a role to see the permissions associated to it under the Permissions header.

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  • Multiple roles can be applied to a user simultaneously.  When multiple roles are applied, the resulting permissions are the union of the permissions of both roles.  For example, if one role has participant edit permissions and the second role does not, the combination of those roles will give the user participant edit permissions.
  1. Assign site access: When sites are being used in the Population, users will need access to those sites in order to see the other items that they have been given permissions for that are part of those sites.
  • In the Sites section of the page select the desired site(s) by checking the checkboxes next to a site in the list of sites configured for the population.

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  • Search sites by entering a site name in the Search Sites box.
  •  Checking the All Sites (including ones created later) option will automatically check all of the sites in the list. Users with this option checked will not have to have their permissions edited to have access to additional sites that are created after their permissions have been configured.
  • Checking the Grant this user access to participants who are not assigned to any sites option will give the user permissions to view items that are not part of any configured sites.
  • Note that giving a user access to a site does NOT give that user permission to edit or delete that site, they can only view the site’s details and the items that are part of the site.
  1. Assign campaign access: Users will need access to campaigns in order to see the other items and data that they have been given permissions for that are part of those campaigns.
  • In the Campaigns section of the page select the desired campaign(s) by checking the checkboxes next to a campaign in the list of campaigns configured for the population.

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  • Search campaigns by entering a campaign name in the Search Campaigns box.
  • Checking the All Campaigns (including ones created later) option will automatically check all of the campaigns in the list. Users with this option checked will not have to have their permissions edited to have access to additional campaigns that are created after their permissions have been configured.
  • Note that giving a user access to a campaign does NOT give that user permission to edit or delete that campaign, they can only view the items that are part of the campaign.
  1. Click Save to add the users and their configured permissions to the population or click Cancel to not assign the users.

Note that steps 6 – 8 are not required to assign the selected users to the population, i.e. users can be assigned to the population without altering their assigned sites or campaigns.

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4.View User Permissions

  1. Navigate to the Configure area, Security page, User Permissions tab.
  1. Select a user from either the enabled or disabled users table.

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  1. The Assign Permissions page will appear in a read only state and display only the roles, permissions, sites, and campaigns that the selected user has been assigned.

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5.Edit User Permissions

  1. Navigate to the Configure area, Security page, User Permissions tab.
  1. Select a user from either the enabled or disabled users table.
  1. Click the Edit button on the Assign Permissions page.

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  1. All configured roles, sites, and campaigns will load on the Assign Permissions page in an editable format allowing the selection of different roles, sites, and campaigns and the deselection of already selected roles, sites, and campaigns.

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  1. Click Save to apply permissions changes to the user or click Cancel to ignore all changes.

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6.Bulk Edit User Permissions

  1. Navigate to the Configure area, Security page, User Permissions tab.
  1. Select two or more users from the table.
  1. Click the Edit button.

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  1. The Assign Permissions page will open in a Bulk Edit format that allow existing roles, sites, and campaigns to be removed and new roles, sites, and campaigns to be added without overriding all existing permissions for both users.

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  1. Check the box under the – column to remove a role, site, or campaign from the selected users.
  1. Check the box under + column to add a role, site, or campaign to the selected users.
  1. Note the only option for custom permissions is to remove them from the selected users if they have them.

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7.Filter Users

Navigate to the Configure area, Security page, User Permissions tab.

The + New Filter button on the User Permissions page provides the ability to narrow down the list of users to a desired subset based on selected criteria. To define a filter:

  1. Click the + New Filter button.

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  1. Filter criteria will expand at the top of the page with the Users tables appearing below.
  1. Select the criteria to be used for filtering by clicking the + next to one or multiple of the following:

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  • Site: The name of the site the users have access to.
  • Campaign: The name of the campaign the users have access to.
  • Roles: The name of the role the users have in the population.
  1. When + icon is clicked, a dropdown appears in which text may be entered to search for the desired criterion, or the criterion can be selected from the visible list in the dropdown.
  • Once a criterion is selected, it will appear highlighted in blue, and can be removed as a criterion by clicking the X next to the criterion.

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  • Multiple criteria may be selected within the same filter.
  • Any selected criteria may be cleared by clicking the Reset link.
  1. Click the Apply button to filter the tables based on the selected criteria. The filter will not be saved by default. It will appear in the Filters drop down menu as an Unsaved Filter

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7.1.View Filter Criteria

Once a filter has been applied, the criteria used to define the filter is collapsed and are no longer shown and an Unsaved Filter is displayed in the Filter drop down menu. To view the criteria that were used to define the filter, click the double-arrowed expand icon next to the Filters dropdown.

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7.2.Save Filter

Applying a filter to a table creates an Unsaved FilterUnsaved Filters are temporary filters that will be lost as soon as any changes are made to the filter or a new filter is applied.  Users can save filters that they use frequently in order to ease the burden of filtering the table.

There are two ways to save a filter: 1) immediately after defining the criteria, before the filter has been applied, 2) after a filter has been applied.

Creating a saved filter prior to applying a filter:

  1. After selecting the desired criteria, click the Create button.

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  1. A Save Filter modal will appear.  Enter the desired Name (required) and Description (optional) for the filter.

savefiltermodal

  1. Click Save. The filter will be applied to the table and appear in the Filters drop down above the table.

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Creating a saved filter after applying a filter:

  1. Follow the steps for applying a filter.
  1. The filter will show as “Unsaved Filter” in the Filters dropdown.
  1. Click the expand button next to the Filters dropdown to see the filter criteria that were applied.  The selected criteria will be listed under the title “UNSAVED FILTER”.
  1. Click the Edit button.

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  1. Click Create.
  1. A Save Filter modal will appear.  Enter the desired Name (required) and Description (optional) for the filter.
  1. Click Save. The filter will be applied to the table and appear in the Filters drop down above the table.

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7.3.Edit Filter

Once a filter view is expanded, to edit the filter criteria:

  1. Click the Edit button.
  1. Clicking the Edit button expands the view to the filter configuration area where the name, description, and all filter options are displayed in an editable format. The following options are available:

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  • Apply the changes to the table: creates a new, unsaved filter.
  • Save the changes to the filter: overrides the existing saved filter with the new configuration.
  • Save as a new filter: creates a new, saved filter.
  • Cancel the changes: closes the configuration area and ignores all changes.
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7.4.Clear Applied Filter

To remove a filter that has been applied, click the Clear Filters button above the filtered table. The table will return to its’ original view.

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7.5.Delete Filter

Saved filters can be deleted by following these steps:

  1. Select a saved filter from the Filters drop down menu.
  1. Click the Edit button.
  1. Once on the edit page for the filter, click the Delete button.

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  1. Clicking the Delete button will open a confirmation modal prompting for confirmation of the intention to delete the filter.

deletefiltermodal

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8.Unassign Users

To remove user access to the population:

  1. Navigate to the Configure area, Security page, User Permissions tab.
  1. Select one or multiple users from the tables by checking the checkbox in their row(s).
  1. Click the Unassign button at the top of the screen.

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  1. A Remove User confirmation modal will appear warning that the users will have all their population permissions removed.

unassignwarning

  1. Click Remove to unassign, or click Cancel to leave the users assigned to the population.

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