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- Login to UPT as caIntegrator Admin.
- Click the Protection Group menu option.
- On the page that opens, click Create a New Protection Group. The page opens for defining PG Group details, shown in the following figure.
- Enter a unique Protection Group Name and Description, if appropriate. Click Add.
Info title Note Wiki Markup The recommended naming convention is *_\[insert organization name here\] Protected Studies{_}{*}. Example: "Columbia University Protected Studies".Note
Assigning a User Group to a Protection Group
To give a User Group access to a Protection Group (a group of protected studies), follow these steps:
- Login to UPT as caIntegrator Admin.
- Find the user group that you want to assign.
- Click the Group menu option and click Select an Existing Group.
- In the page that opens, click Search. If you define no criteria, UPT returns a list of all caIntegrator groups currently in the system, as shown in the following figure.
- 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, shown in the following figure.
- 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.
- 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.
- Back on the User Group details page, click Assign PG & Roles. This opens the Group, Protection Group and Roles Association page, shown in the following figure.
- From the list of Available Protection Groups, highlight your PG of choice and click Assign.
Now you can assign a role to the user. The 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. |
- 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. Click Assign.
- Click Update Association at the bottom of the page. This completes the assigning of the user group to the protection group you chose.
Info title Note 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
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