Access Manager actions for a project in HD4DP2 using the EAM interface
Access Manager actions for a project in HD4DP2 using the EAM interfaceTable of contents
- Adding access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
- Requesting approval of access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
- Approving access grants with the role Local Study Lead, Local Study Associate, or Local Study Support (for an author group "Author Group")
- Disabling an EAM account
- Resetting a password of an EAM account
- Changing access grants to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
- Requesting access grants change approval to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group"
- Approving access grants change to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
- Removing access grants from an EAM account
- Changing the author group (Local Study Support)
- Viewing all accounts of all users within the own organization(s)
- Viewing own accounts
Adding access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
Preceding steps
Provisioning a new EAM account and adding grants for HD4DP2
Click on Manage on the top left of the screen in order to reveal the EAM menu. Select EAM Users.
Select a user from the displayed overview for whom you want to create an account with provisioning and addition of grants. To do so, click on the corresponding First name, Last name or SSIN.
ATTENTION: Authenticated Users that do not yet appear in the list have either to register via the FAS service and create an account (Authenticated User action) or have to be added via Bulk upload (Access Manager action) first.
Select the Add new Account button in the displayed My Accounts page.
Complete the fields in the Add a new account pop-up window and click on the Save button to add the completed account.
To add the grants, select "n grant(s)" for the desired account.
Click on the Add new Grant button.
Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support in the Add a new grant pop-up window.
When selecting Local Study Support, you also need to select an Author group. Confirm with the Save button.
Upon returning to the Account: Manage grants page you will notice that the grant is added to your account, which is still in the Draft state.
Next step: Go here to request approval of the access grants added to the account.
Return to the User Matrix (recommended)
Requesting approval of access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
Preceding steps
- Navigating to the HD EAM Portal and Access Manager profile
- Provisioning a new EAM account and adding grants for HD4DP2
Requesting EAM account approval
Next step is to request approval of the newly added account with grants, thus enabling the Authenticated User to access the specified project(s) in a given application (HD4DP2, Healthstat.be ...).
Click on the Request approval button.
The status immediately changes to Approval.
The Access Manager will be notified of your request via e-mail. The Access Manager will then need to take the appropriate action. This can take multiple hours. Upon confirmation the Account state will change to Approved.
Next step: Access Manager's approval of the access grants as described here.
Return to the User Matrix (recommended)
Approving access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group" (own orgs)
Video available here
Preceding steps
- Navigating to the HD EAM Portal and Access Manager profile
- Provisioning a new EAM account and adding grants for HD4DP2
- Requesting EAM account approval
Approving an EAM account approval request
Click on Manage on the top left of the screen in order to reveal the EAM menu.
Select EAM Accounts followed by Approval.
Click on Approval to open the page with end-user accounts that are waiting to be approved:
There are two ways to approve these account approval requests:
- Check the selection box of the relevant approval request and select the Approve action in the drop-down menu. Then, click on the Apply to selected item button to perform the action.
- Click on the Edit button in the Operations column for the relevant account ...
... and subsequently on the Approve button in the Account: Manage grants screen.
The Account State changes to Approved.
After this, a fulfilment process will start to run in the background, resulting in an Account State change to Published.
Performing a push action
If this change does not take place within a reasonable amount of time - usually up to three hours - the account could be updated by means of a "push".
Therefore, return to the accounts overview screen.
First, check the Approved account that needs to be pushed (1). Then, open the Action drop-down menu and select the Update account (push) option (2). Finally, validate this action by clicking on the Apply to selected items button (3).
In case the push action does not trigger the expected result, you need to contact our Support service.
Return to the User Matrix (recommended)
Disabling an EAM account (own orgs)
Preceding steps
Disabling an EAM account
Click on Manage on the top left of the screen in order to reveal the EAM menu. Select EAM Accounts.
Scroll down the displayed list of accounts and tick the selection box of the account(s) you want to disable. Go to the bottom of the page and click on the Action toggle button to select Disable account. Then, click on the Apply to selected items button.
Confirm with the Execute action button
This action triggers an email notification for the Authenticated User to inform about the account being disabled. The user is no longer able to login with the credentials at hand, and needs to contact the Access Manager to have the account enabled again.
Return to the User Matrix (recommended)
Resetting a password of an EAM account
Video available here
Preceding steps
Resetting the password of an EAM account
Click on Manage on the top left of the screen to reveal the EAM menu. Select EAM Accounts.
Scroll down the overview with the accounts and tick the selection box of the account(s) for which you want to reset the password.
Go to the bottom of the page and click on the Action toggle button to select Reset password.
To complete the action, you need to click on the Execute action button.
This action triggers an e-mail to the end-user containing the new credentials.
Return to the User Matrix (recommended)
Changing access grants to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
Preceding steps
Changing access grants
Click on Manage on the top left of the screen to reveal the EAM menu. Select EAM Accounts.
Select an account for a project in an application for which the role, author group (HD4DP2) or data/level (healthstat.be) need to be changed.
When you have set up a new account, it will have the draft state, which allows for adding and editing grants.
However, in the following four scenarios you need to make sure that the account state is set to Draft first before you can start to edit the grants (project, role).
- When the account is in the Published state, do the following:
Go to the EAM: Accounts overview and click on the Edit button next to Published.
In the Account: Manage grants screen you select the Create New Draft button.
The Account State will be set to Draft.
- When the account is in the Disabled state, do the following:
Go to the EAM: Accounts overview and click on the Edit button next to Published.
In the Account: Manage grants screen you select the Create New Draft button.
The Account State will be set to Draft.
- When the account is in the Approved state, do the following:
Go to the EAM: Accounts overview and click on the Edit button next to Disabled.
In the Account: Manage grants screen you select the Disable button.
Select the Create New Draft button.
The Account State will be set to Draft.
- When the account is in the Approval state, do the following:
Go to the EAM: Accounts overview, select the Approval tab and click on the Edit button next to Approval.
In the Manage grants screen you select the Disable button.
Select the Create New Draft button.
The Account State will be set to Draft.
When the account state is finally set to Draft, click on the Edit button for the project and role you wish to change.
Change the set role to the desired one. Below an example for the HD4DP2 application.
When changing role to Local Study Support (HD4DP2), you also need to select an Author group.
Confirm with the Save button. When returning to the Account: Manage grants page you will notice that the grant is added to your account. This will still be in the Draft state.
You have now changed the access grants for a project in HD4DP2 with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group).
Next step: Request for approval of the access grants change as described here.
Return to the User Matrix (recommended)
Requesting access grants change approval to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")
Preceding steps
Requesting for approval of changed access grants
To request for approval of the access grants change for a project in an application, you need to click on the Request approval button.
The Account State changes to Approval.
The updated state is also visible in the accounts overview.
Next step: The Access Manager approves the access grants change approval request as described here.
Return to the User Matrix (recommended)
Approving access grants change to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group"
Video available here
Preceding steps
- Navigating to the HD EAM Portal and Access Manager profile
- Changing access grants
- Requesting for approval of changed access grants
Approving the change of access grants
To approve the modified access grants, click again on the relevant Edit button in order to return to the Account: Manage grants page.
Now, click the Approve button.
The Account State immediately changes to Approved, which will also be visible in the EAM accounts overview.
Return to the User Matrix (recommended)
Removing access grants from an EAM account
Preceding steps
Removing access grants
Click on Manage on the top left of the screen in order to reveal the EAM menu. Select EAM Accounts.
Next, select an account for which you want to remove the grants (HD4DP2 project and role).
When you have set up a new account, it will display the draft state, which allows for adding and editing grants.
However, in the following four scenarios you need to make sure that the account state is set to Draft first before you can start to edit Project/Role (Grant).
- When the account is in the Published state, do the following:
Go to the EAM: Accounts overview and click on the Edit button next to Published.
In the Manage grants screen you select the Create New Draft button.
The Account State will be set to Draft.
- When the account is in the Disabled state, proceed as follows:
Go to the EAM: Accounts overview and click on the Edit button next to Published.
In the Manage grants screen you select the Create New Draft button.
The Account State will be set to Draft.
- When the account is in the Approved state, do the following:
Go to the EAM: Accounts overview and click on the Edit button next to Disabled.
In the Manage grants screen you select the Disable button.
Select the Create New Draft button.
The Account State will be set to Draft.
- When the account is in the Approval state, do the following:
Go to the EAM: Accounts overview, select the Approval tab and click on the Edit button next to Approval.
In the Manage grants screen you select the Disable button.
Select the Create New Draft button.
The Account State will be set to Draft.
When the Account State is finally set to Draft, click on the toggle of the Edit button for the grant (HD4DP2 project and role) you want to remove.
Click on the Remove option to remove the relevant grant from the EAM account.
Return to the User Matrix (recommended)
Changing the author group (Local Study Support)
Preceding steps
Changing the author group
Click on Manage on the top left of the screen to reveal the EAM menu. Select EAM Accounts.
Select an account for a project in HD4DP2 with role Local Study Support from the displayed overview for which you want to change the author group.
First, make sure that the account state is Draft or Published. Editing grants, such as changing an author group, is not possible when the selected account is in the Approval or Approved state. Go here to learn how to reset your account back to the Draft state.
When the Account State is finally set to Draft, click on the Edit button for a project in HD4DP2 for which you wish to change the author group. Next, select the Edit button for the project and role you want to change.
In the Edit Grant window, select another author group from the drop-down list.
The Author group change is confirmed and shown on the Account: Manage grants page.
Return to the User Matrix (recommended)
Viewing all accounts of all users within the own organization(s)
Preceding steps
Viewing all accounts of all users for the different applications
Click on Manage on the top left of the screen in order to reveal the EAM menu. Select EAM Accounts.
You will now see an overview of all accounts of all users within the organization(s) for the different applications, including the grants.
Attention
From EAM version 3.1 onward the grants on the Accounts overview page will be shown collapsed by default, if an account has more than 1 grant. For example:
Filtering accounts on HD4DP2
Use "CTRL+F" and enter "HD4DP2" in order to find the accounts for the application HD4DP2.
Return to the User Matrix (recommended)
Viewing the accounts for own projects
Preceding steps
Viewing own accounts for the different applications
Go to the Linked accounts section on your My profile page to view the own accounts for the different applications.
Filtering accounts on HD4DP2
Use "CTRL+F" and type "HD4DP2" in order to find the accounts for the application HD4DP2.
Return to the User Matrix (recommended)
This documentation is being updated regularly. We try to provide as correct, complete and clear as possible information on these pages. Nevertheless, if you see anything in the documentation that is not correct, does not match your experience or requires further clarification, please create a support ticket via our portal (https://healthdatabe.atlassian.net/servicedesk/customer/portals) or send us an e-mail via support.healthdata@sciensano.be to report this documentation issue. Please, do not forget to mention the URL or web address of the page with the documentation issue. We will then adjust the documentation as soon as possible. Thank you!