Roles and Default Roles

see also docid\ xfgpwb1c652lbukrc2133 access to standards and studies is managed by granting roles to user groups in repository admin / roles you can define roles and give them specific permissions, for example a data manager role may be able to edit data acquisition metadata, but only view dataset metadata within a specific standard or study the list of available permissions that can be set for roles are access dataset data provides the user with access to the data transformation functions including uploading/downloading data, running edc integrations and conversions access to "draft" metadata content provides the user with access to standard/study content where the current status of the standard/study is “draft” note a user must also be granted the ‘edit data acquisition metadata’ or ‘edit dataset metadata’ permission to edit any metadata content access to "in progress" metadata content provides the user with access to standard/study content where the current status of the standard/study is “in progress” note a user must also be granted the ‘edit data acquisition metadata’ or ‘edit dataset metadata’ permission to edit any metadata content access to "in review" metadata content provides the user with access to standard/study content where the current status of the standard/study is “in review” access to "not in use" metadata content provides the user with access to standard/study content where the current status of the standard/study is “not in use” access to "rejected" metadata content provides the user with access to standard/study content where the current status of the standard/study is “rejected” associate libraries provides the user with access to the ‘associate libraries’ modal and assign libraries to a standard/study edit data acquisition metadata allows the user to create and maintain metadata associated with “data acquisition” metadata (i e visits, forms, sections, questions, terminologies etc ) edit dataset metadata allows the user to create and maintain metadata associated with “dataset acquisition” metadata (i e datasets, variables, values, terminologies etc ) edit standard/study allows the user to edit standard/study properties and the properties of the asset groups contained within them this includes asset group plugin properties edit terminology metadata allows the user to create and maintain terminology metadata manage standard/study lifecycle allows the user to transition the standard/study through the various stages in the lifecycle note this can be further restricted when setting up the lifecycle this means that only users in a specific user group could transition to a given stage share standard/study allows the user to grant user permissions (i e user roles) for the standard/study permissions are set at the individual standard or study level using user groups and roles see, https //formedix vanillacommunity com/kb/articles/5 roles and default roles#updating permissions for a standardstudy adding a role to add a role select admin from the navigation bar and select repository select the roles tab enter the name of the new role under roles and click add role adding or removing permissions for roles to add or remove a permission to or from a role select admin from the navigation bar and select repository select the roles tab select the role in the roles list that you want to add permissions to select or deselect permissions you want to add or remove in the permissions list deleting a role to delete a role select admin from the navigation bar and select repository select the roles tab select the red cross icon next to the role you want to remove viewing the repository roles log to view the repository roles log you can view the repository roles log by selecting view logs where you can filter the results or change the columns displayed you can also download a copy to your computer by selecting the download button to add a filter select the " select a filter " drop down list select a filter from the list select or enter information into the "contains" text box as prompted select add filter repeat steps above to add more filters to change the table columns displayed select the visible columns icon select the columns that you wish to view click off the visible columns drop down list to close it default roles users can only access metadata for the studies and standards that they have the permission to access this is defined by assigning roles to specific user groups for each study or standard default roles are a simple way to define what access all users will have to all studies/standards this can be used for example, to allow all users to view all standard and study content adding default roles to add default roles for all studies / standards select admin from the navigation bar and select repository select the default roles tab select the role in the available roles list that you want to add as a default role deleting selected roles to delete selected roles select admin from the navigation bar and select repository select the default roles tab select the red cross icon next to the role you want to remove from the selected roles list updating permissions for a standard/study permissions are set at individual standard or study level for each standard/study you can assign a role to users in one of your predefined user groups permissions are set using the update permissions button to set permissions for a standard/study from your standard/study, click the update permissions icon select a user group you want to assign a role to from the roles dropdown menu, select a role for this user group click add role users in the selected user group are granted the permissions contained in the role