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At this point, you can add the new user to a user group where you can assign roles to the user, and the user group to a protection group where you can assign limited visiblities to the new user.

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Adding a

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User to a User Group

Once you have created a new user, that user can be linked to a user group; the user group would then be assigned to a protection group. The advantage of working with a user group is that you do not have to assign roles to each user individually. You can assign users to a user group to which you have assigned a specific role, and then assign that user group to the protection group, or you can assign a role collectively to a protection group after it is created. If a user group and/or protection group with your selected role(s) does not exist, then you can create such a group, as described in sections below. For more information about roles, see caIntegrator Roles.

To link add a new user to a an existing user group in caIntegrator, follow these steps:

  1. Login to Log into UPT as caIntegrator Admin.
  2. Search for an existing group that Find the user wishes to join. To do so, click the Group menu option.On the Group page that opens, that you want to assign to a user group. Click the User menu option, then click Select an Existing GroupUser.
  3. Use the form and search for the groupEnter the name of the user you are looking for and click Search. If you define no criteria, UPT returns a list of all caIntegrator groups users currently in the system., as shown in the following figure.
    Example UPT page showing a list of current caIntegrator users. See text.Image Added
  4. Select the radio button next to the name and click View Details. The User Details page open, showing brief details about the user you selected.
  5. Click the Associated Groups button at the bottom of the page. This opens the page where you can assign a user to a group, as shown in the following figure.
    Example UPT page for assigning a user to user groups. See text.Image Added
  6. Select one or more groups that you want the user to be in and click Assign.If such a group does not exist, you can create a new user group.
  7. At the bottom of the page click Update Association. This completes the assigning of the user to the user group. Now the user will have access to any studies to which the user group has been given access.

    Tip
    titleUser in Multiple Groups

    You can add a user to more than one user group. For example, a user could be assigned to "Columbia University Study Managers" as well as to "Columbia University Study Investigators"

    Specify that the new user be added to an existing group

    .

Creating a New User Group

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  1. Login to UPT as caIntegrator Admin.
  2. If a user group that meets your specifications does not already exist, then you can create a new and unique user group. Click the Group menu option, then click Create a new Group.
  3. On the form that opens, enter a unique Group Name and a description, if appropriate. Click Add.

  4. Follow the directions above in Adding a User to a User Group to link the new user to the new group you created.

    Info
    titleNaming Convention

    The recommended naming convention for a new User Group is [insert organization name] Study [insert role]s . Example: "Columbia University Study Managers".

Creating a New Protection Group

If you prefer that a study or group of studies have limited access, you can assign a user or user group to a particular protection group and assign roles which allow the users in the protection group study access. A protection group provides security or limited access for studies listed there.

To create a new protection group in caIntegrator, follow these steps:

  1. Login to UPT as caIntegrator Admin.
  2. Click the Protection Group menu option.
  3. On the page that opens, click Create a New Protection Group. The page opens for defining PG Group details, shown in the following figure.
  4. Enter a unique Protection Group Name and Description, if appropriate. Click Add.

    Info
    titleNaming Convention

    The recommended naming convention is [insert organization name here] Protected Studies . Example: "Columbia University Protected Studies".

Assigning a User Group to a Protection Group

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  1. Login to UPT as caIntegrator Admin.
  2. Find the user group you want to assign to the the protection group.
  3. Click the Group menu option and click Select an Existing Group.
  4. In the page that opens, click Search. If you define no criteria, UPT returns a list of all caIntegrator groups currently in the system. An example is shown in the following figure.
    Example UPT page showing Group search results. See text.
  5. Select the radio button next to the group name you want to assign to the protection group, and click View Details. This opens the Group Details page. An example is shown in the following figure.
    Group Details page, described in text
  6. Below the group details, click Associated PG & Roles. The page that opens, shown in the following figure, displays any PG to which the user group is already assigned.
    Example UPT page that shows any PGs to which the selected user group is already assigned
  7. Below the group name, examine if the protection group of your choice is already listed there. If so, this means your user group is already assigned to the protection group of choice, and you can skip the remainder of the steps in this section. If the Protection Group is not listed there, then click Back.
  8. Back on the User Group details page, click Assign PG & Roles. This opens the Group, Protection Group and Rules Association page where you can assign a role to the user. caIntegrator roles are defined in the following table:

    Role Name

    Role Definition

    STUDY_MANAGER_ROLE

    Assigning this role allows the user to modify existing studies, create new studies, and deploy existing studies.

    STUDY_INVESTIGATOR_ROLE

    Assigning this role allows the user to search the study, save queries about the study and perform analyses.

    PLATFORM_MANAGER_ROLE

    Assigning this role allows the user to create and delete array platforms for the entire caIntegrator installation. Caution: Array platforms are shared by all users and studies in the caIntegrator installation. A user with this role can affect the platforms that are used by by all users and studies in the caIntegrator installation.

  9. If this user group is a group of study managers, then select STUDY_MANAGER_ROLE. If this user group is a group of study investigators, then select STUDY_INVESTIGATOR_ROLE. AFter making your selection, click Assign.

Click Update Associationat the bottom of the page. This completes the assigning of the user group to the protection group you chose.

Info
titleRoles Across Groups

If a User has the STUDY_MANAGER_ROLE role for more than one Protection Group, then any study that the User creates will be assign to each of those Protection Groups.

Adding a User to a User Group

To add a user to an existing user group, follow these steps:

Creating a New Protection Group

If the Protection Group with the appropriate settings does not exist, you can create a new protection group by following these steps.

  1. Login to Log into UPT as caIntegrator Admin.
  2. Find the user that you want to assign to a user group. Click the User Protection Group menu option, then click Select an Existing User.
  3. Enter the name of the user you are looking for and click Search. If you define no criteria, UPT returns a list of all caIntegrator users currently in the system, as shown in the following figure.
    Example UPT page showing a list of current caIntegrator users. See text.Image Removed
  4. Select the radio button next to the name and click View Details. The User Details page open, showing brief details about the user you selected.
  5. Click the Associated Groups button at the bottom of the page. This opens the page where you can assign a user to a group, as On the page that opens, click Create a New Protection Group. The page opens for defining PG Group details, shown in the following figure. Example UPT page for assigning a user to user groups. See text.Image Removed
  6. Select one or more groups that you want the user to be in and click Assign.
  7. Enter a unique Protection Group Name and Description, if appropriate. Click Add.

    Info
    titleNaming Convention

    The recommended naming convention is [insert organization name here] Protected Studies . Example: "Columbia University Protected Studies

    At the bottom of the page click Update Association. This completes the assigning of the user to the user group. Now the user will have access to any studies to which the user group has been given access.

    Tip
    titleUser in Multiple Groups

    You can add a user to more than one user group. For example, a user could be assigned to "Columbia University Study Managers" as well as to "Columbia University Study Investigators".

Changing a User Password

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