docs.healthdata.beAccess Manager actions in HD4DP2 using the EAM interface
Table of contents
How to request access to a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
How to request access to a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
How to request access to a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to create an account for a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
How to create an account for a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
How to create an account for a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM website?
How to approve an account for a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
How to approve an account for a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
How to approve an account for a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to remove an account for a project in HD4DP2 using the EAM interface?
How to restore an account for a project in HD4DP2 using the EAM interface?
How to reset a password of an account for a project in HD4DP2 using the EAM interface?
How to request to change an account for a project in HD4DP2 to the role of "Local Study Lead" using the EAM interface?
How to request to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?
How to request to change an account for a project in HD4DP2 to the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to approve to change an account for a project in HD4DP2 to the role of "Local Study Lead" using the EAM interface?
How to approve to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?
How to approve to change an account for a project in HD4DP2 to the role of "Local Study Support" using the EAM interface?
How to change an account for a project in HD4DP2 to the role of "Local Study Lead" for an author group "Author Group" using the EAM interface?
How to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?
How to change an account for a project in HD4DP2 to the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to change an author group of an account for a project in HD4DP2 using the EAM interface?
How to view accounts for projects in HD4DP2 of all participants to an own project of the own organization using the EAM interface?
How to view accounts for projects in HD4DP2 of all participants to all projects of the own organization for HD4DP2 using the EAM interface?
How to view accounts for own projects in HD4DP2 using the EAM interface?
How to view all accounts for all projects in HD4DP2 of all organizations using the EAM interface?
How to request access to a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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 is to request approval of the newly added account with grants, thus enabling the Authenticated User to access to the specified project(s). Therefore, click on the Request approval button.
Next, click on the Request approval button. The status immediately changes to Approval.
How to request access to a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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 is to request approval of the newly added account with grants, thus enabling the Authenticated User to access to the specified project(s). Therefore, click on the Request approval button.
Next, click on the Request approval button. The status immediately changes to Approval.
How to request access to a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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 is to request approval of the newly added account with grants, thus enabling the Authenticated User to access to the specified project(s). Therefore, click on the Request approval button.
Next, click on the Request approval button. The status immediately changes to Approval.
How to create an account for a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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.
How to create an account for a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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.
How to create an account for a project HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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.
How to approve an account for a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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 is to request approval of the newly added account with grants, thus enabling the Authenticated User to access to the specified project(s). Therefore, click on the Request approval button.
Next, click on the Request approval button. The status immediately changes to Approval.
Click on the Approve button, thus enabling the Authenticated User to access the specified project(s) in HD4DP2.
How to approve an account for a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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 is to request approval of the newly added account with grants, thus enabling the Authenticated User to access to the specified project(s). Therefore, click on the Request approval button.
Next, click on the Request approval button. The status immediately changes to Approval.
How to approve an account for a project in HD4DP2 with the role of "Local Study Support" using the EAM interface?
The Access Manager profile page
The main My profile screen that appears after selecting the confirmation button shows the Personal information of the Access Manager as well as the Linked accounts of this profile. The list can be sorted by Account, Email or State.
Attention: The accounts listed in Linked accounts are NOT the accounts of other users you manage as an Access Manager.
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the subitems EAM Users and EAM Accounts become visible. Select EAM Users.
The following page with an overview of the different Authenticated Users appears. You want to select a user for whom you want to request access to a project, and thus need to create an account with provisioning and grants. Click on the corresponding User (e-mail address).
ATTENTION: Authenticated Users that 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.
The My Accounts page of the Authenticated User's is shown. Click on the Add new Account button.
The Add a new account window pops up.
Fill out a valid e-mail address and select the provision (Organization/Application) from the drop-down list. The new account is ready and is added to the list of accounts. Now, add the grants.
Selecting "n grant(s)" in the Grants column leads to the Manage grants page. Click on the Add new Grant button.
The Add a new grant window pops up. Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support.
When selecting Local Study Support, you additionally need to select an Author group too. Confirm with the Save button.
When 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 is to request approval of the newly added account with grants, thus enabling the Authenticated User to access to the specified project(s). Therefore, click on the Request approval button.
Next, click on the Request approval button. The status immediately changes to Approval.
How to remove an account for a project in HD4DP2 using the EAM interface?
How to restore an account for a project in HD4DP2 using the EAM interface?
How to reset a password of an account for a project in HD4DP2 using the EAM interface?
How to request to change an account for a project in HD4DP2 to the role of "Local Study Lead" using the EAM interface?
How to request to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?
How to request to change an account for a project in HD4DP2 to the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to approve an account for a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?
How to approve an account for a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?
How to approve an account for a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to change an account for a project in HD4DP2 to the role of "Local Study Lead" using the EAM interface?
How to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?
How to change an account for a project in HD4DP2 to the role of "Local Study Support" for an author group "Author Group" using the EAM interface?
How to change an author group for a project in HD4DP2 using the EAM interface?
How to view accounts of all participants for an own project in HD4DP2 of the own organization using the EAM interface?
There is currently no concept "own project"
How to view accounts of projects in HD4DP2 of all participants of all projects of own organization using the EAM interface?
How to view accounts for own projects in HD4DP2 using the EAM interface?
How to view all accounts for all projects in HD4DP2 of all organizations using the EAM interface?
An Access Manager is not able to carry out this action.