RDC: Creating Users

Individuals utilizing the RDC client must be set up as Users by the organization’s Administrator.   There are two types of RDC users: Those whose sole responsibility is to collect data via RDC, and those who have multiple responsibilities/privileges beyond remote data collection.

Creating a Remote Data Collector User

The steps below are for creating a user whose sole responsibility is to collect data via RDC.

Steps:

1. Log into the Enterprise Manager as either the Administrator or a User with the Administrator Role over the Projects to which the Users will be added

2. In the Enterprise Manager click on the Users Icon

3. Click Take Action

4. Select Add User

5. In the Profile tab select the Remote Data Collector User Type

6. Add the Logon Name, Display Name, Email (optional)

7. Set the Expiration, if desired, and initial Password

8. In the Illume Roles tab select the Security Type – either Survey or Project level

9. Select the Project for this User to have access

10. Select the Data Collector Role

NOTE: After selecting the Security Type, Project, and User Role, click the Add Role button for each role added.

11. There are no Features to enable for this type of user

12. On the Site Access tab assign the Sites/Site Groups to which the User has access (optional)

NOTE: Sites may or may not exist at the time of User creation.  A Site can also be assigned afterward by editing the User.

13. When all appropriate information has been entered for the User, click the Save button

14. At the User Saved screen click OK

 

Creating a User with Multiple Roles

A User that is a Remote Data Collector in a may also have other roles within the project.  For this reason they cannot be added as a Remote Data Collection User but must be a “Normal” User with a specific set of permissions.

Steps:

1. Log into the Enterprise Manager as either the Administrator or a User with the Administrator Role over the Projects to which the Users will be added

2. In the Enterprise Manager pane click on the Users Icon

3. Click Take Action

4. Select Add User

5. In the Profile tab select the Normal User Type

6. Add the Logon Name, Display Name, Email – Should be added because it can be used in alerts and other emails within the study

7. Set the Expiration, if desired, and initial Password

8. In the Illume Roles tab select the Security Type – for Project level

9. Select the Project for this User to have access

10. Select Data Collector and click Add Role.

11. Add the additional Roles that are needed, clicking Add Role after each is selected

12. Click the Features Tab

13. Check the Remote Data Collection check box

14. On the Site Access tab assign the Sites/Site Groups to which the User has access (optional)

NOTE: Sites may or may not exist at the time of User creation.  A Site can also be assigned afterward by editing the User.

15. When all appropriate information has been entered for the User, click the Save button

16. At the User Saved screen click OK