The 'Users' page (User Management) in CDMS

Only users with the Manage users permission can access the Users tab.

• The Filters field can be used to filter the displayed users. This is useful if you have many users and you want to quickly locate a user. The filter works on name / last name only, users cannot be identified by their email address.
• The '+ New user' button is used to invite new users to participate in the study. More details about users' invitations are provided here. 
• The Edit Roles (from the kebab menu) allows the administrator to assign roles. 
• The First name and Last name columns list all of the users' first and last names.
• The Status column displays the status of the user. 

This can either be "Confirmed" for a user who has already created a Castor account and can access the study, or "Invited" for a user who has not yet created an account. Once the invited user registers their account, the status will change to "Confirmed".

• Site(s) column displays the number of sites to which the user has access.  
• The Email column shows the email of a user.
• In the 2FA column, you will be able to see if a user has the two-factor authentication enabled. 

By clicking on the kebab menu (the three dots icon), a study admin can edit the user and assign/remove roles. 

Adding a user

1. Navigate to the Users page
2. Click on “+ New user”
3. Add email address (required field)
4. Select role
5. Select site
6. Check the boxes on the Management permissions section, as needed
7. Click Add

For each user, roles can be assigned:

• Per site:
  
  
• Or in bulk for all of the available sites:
  
  

Managing roles and permissions

The Roles & permissions page:

It provides a complete overview of the current roles, but also it gives the possibility to the admins to create Custom Roles, which they can assign to users. 

Adding a role

How to add a role:

1. Navigate to the “+Add role”
2. Add name (and description, if applicable)
3. Click “Add” (by default, the permissions are 0)
4. Click “Edit Permissions”
5. Check each box, as needed
6. Save the change

Editing/deleting a role

1. Go to the pencil icon, next to the name;
2. Edit the name or add a description, as needed;
3. Delete by clicking the “Delete Role” button, and confirm the action;