Authenticated user actions in HD4DP2 using the EAM interface

Laatst bijgewerkt: 2023-10-01 16:37

How to request access to a project in HD4DP2 with the role of "Local Study Lead" using the EAM interface?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding grants for a project in HD4DP2

Go here to learn how to add grants.

Next, select the Role Local Study Lead and click on the Save button.

When you return to the My accounts page, you will see that the accounts list has been updated with the selected grant:

You just have created an account for a project in HD4DP2 with the role of "Local Study Lead".

Requesting approval

To request access to a project with a specific role, your account in Draft state needs to be approved by the Access Manager.

Click on either the "n grants" link or the Edit button on the row featuring the account for which you would like the approval by your Access Manager.

To request for approval you click on the Request approval button in the displayed Account: Manage grants screen.

The Account State is updated to Approval in the Account details section.

Return to the My Accounts page which now displays the Account State as Approval.

The Access Manager will be notified of your request via e-mail and prompted to take 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 Table of contents

How to request an account for a project in HD4DP2 with the role of "Local Study Associate" using the EAM interface?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Define the HD Business Project in the field Project and select Local Study Associate in the field Role using the respective drop-down lists. The prefilled values of the lists prevent from writing mistakes.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

When clicking on the Update account and Save buttons in the successive screens, you confirm this request for approval which is sent to the Access manager. When refreshing the Accounts tab, you will notice that the Edit button is not available anymore. This is to prevent from performing changes in the account to be approved.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Return to Table of contents

How to request an account for a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" using the EAM interface?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Define the HD Business Project in the field Project and select Local Study Support in the field Role using the respective drop-down lists. Upon selection of the Local Study Support role the Add Grant window will be extended with an Author group field. Herein you have to select the author group from a drop-down list that is prefilled with provided first and last names.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Return to Table of contents

How to create an account for a project in HD4DP2 with the role of "Local Study Lead" in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding grants for a project in HD4DP2

Go here to learn how to add grants.

Next, select the Role Local Study Lead and click on the Save button.

When you return to the My accounts page, you will see that the accounts list has been updated with the selected grant:

You just have created an account for a project in HD4DP2 with the role of "Local Study Lead".

How to create an account for a project in HD4DP2 with the role of "Local Study Associate" in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding grants for a project in HD4DP2

Go here to learn how to add grants.

Next, select the Role Local Study Associate and click on the Save button.

When you return to the My accounts page, you will see that the accounts list has been updated with the selected grant:

You just have created an account for a project in HD4DP2 with the role of "Local Study Associate".

How to create an account for a project in HD4DP2 with the role of "Local Study Support" for an author group "Author Group" in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding grants for a project in HD4DP2

Go here to learn how to add grants.

Next, select the Role Local Study Support. The additional field Author group appears - here you also make a selection in the drop-down list. Finally, click on the Save button.

When you return to the My accounts page, you will see that the accounts list has been updated with the selected grant:

You just have created an account for a project in HD4DP2 with the role of "Local Study Support" for the author group "default author".

How to approve an account for a project in HD4DP2 with the role of "Local Study Lead" in EAM?

An Authenticated User is not able to carry out this action.

How to approve an account for a project in HD4DP2 with the role of "Local Study Associate" in EAM?

An Authenticated User is not able to carry out this action.

How to approve an account for a project in HD4DP2 with the role of "Local Study Support" in EAM?

An Authenticated User is not able to carry out this action.

How to remove an account for a project in HD4DP2 in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Define the HD Business Project in the field Project and select Local Study Lead in the field Role using the respective drop-down lists. The prefilled values of the lists prevent from writing mistakes.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

When you afterwards decide that the approved account is not relevant for a reason, you can remove it by clicking on the Remove button twice in a row.

And to confirm:

How to restore an account for a project in HD4DP2 in EAM?

An Authenticated User is not able to carry out this action.

How to reset a password of an account for a project in HD4DP2 in EAM?

How to request to change an account for a project in HD4DP2 to the role of "Local Study Lead" in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Request change of roles in an HD4DP2 project

When you want to change to another role in an HD4DP2 project for your account, select the Edit button to return to the Edit Account window.

You will now be redirected to the Edit Account window.

Select the Add new Grant button and perform the new desired settings via the respective drop-down lists.

When changing to the Local Study Support role the Add Grant window will be extended with an Author group field. In this field you have to select the author group from a list that is prefilled with information from the provision.

Select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows, with the three blue dots (...) indicating the new setting.

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

When clicking on the Update account and Save buttons in the successive screens, you confirm this request for approval. When refreshing the Accounts tab, you will notice that the Edit button is not available anymore. The request has been sent to the Access manager.

How to request to change an account for a project in HD4DP2 to the role of "Local Study Associate" in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Request change of roles in an HD4DP2 project

When you want to change to another role in an HD4DP2 project for your account, select the Edit button to return to the Edit Account window.

You will now be redirected to the Edit Account window.

Select the Add new Grant button and perform the new desired settings via the respective drop-down lists.

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

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" in EAM?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Request change of roles in an HD4DP2 project

When you want to change to another role in an HD4DP2 project for your account, select the Edit button to return to the Edit Account window.

You will now be redirected to the Edit Account window.

Select the Add new Grant button and perform the new desired settings via the respective drop-down lists.

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

How to approve to change an account for a project in HD4DP2 to the role of "Local Study Lead" using the EAM interface?

An Authenticated User is not able to carry out this action.

How to approve to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?

An Authenticated User is not able to carry out this action.

How to approve 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?

An Authenticated User is not able to carry out this action.

How to change an account for a project in HD4DP2 to the role of "Local Study Lead" using the EAM interface?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Request change of roles in an HD4DP2 project

When you want to change to another role in an HD4DP2 project for your account, select the Edit button to return to the Edit Account window.

You will now be redirected to the Edit Account window.

Select the Add new Grant button and perform the new desired settings via the respective drop-down lists.

How to change an account for a project in HD4DP2 to the role of "Local Study Associate" using the EAM interface?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Request change of roles in an HD4DP2 project

When you want to change to another role in an HD4DP2 project for your account, select the Edit button to return to the Edit Account window.

You will now be redirected to the Edit Account window.

Select the Add new Grant button and perform the new desired settings via the respective drop-down lists.

How to change an account for a project in HD4DP2 to the role of "Local Study Support" using the EAM interface?

Completing the user profile and becoming an Authenticated User

Go here to learn how to complete the user profile and how to become an Authenticated User.

Adding and provisioning an EAM account

Go here to learn how to add and provision an account.

Adding access grants

In the following we will go through the process of adding grants, determining roles and author groups for HD4DP2, changing states and requesting for approval by the Access Manager.

To add access grants to an account you need to return to the Accounts tab of the user profile to consult the overview of your accounts.

Select the Edit button next to the account for which you want to add access grants.

The Edit Account window reopens.

First, go to the section Grants in the middle of your screen and select the application HD4DP2.

To add access grants you select the Add new Grant button. The Add Grant pop-up window appears.

Click on the Create Grant button to register the project and user role information.

Then, select the Update account button in the Edit Account window and return to the Accounts tab to find the added Access grant as follows:

Now you have all information for an account in place, you reselect the Edit button. In the Edit account window, you change the current state of the account from Draft into Approval.

Wait now for the notification e-mail to land in the mailbox of your primary e-mail address. That e-mail will be sent by the Access manager of the organization that was mentioned in the provision.

Request change of roles in an HD4DP2 project

When you want to change to another role in an HD4DP2 project for your account, select the Edit button to return to the Edit Account window.

You will now be redirected to the Edit Account window.

Select the Add new Grant button and perform the new desired settings via the respective drop-down lists.

How to change an author group for a project in HD4DP2 using the EAM interface?

How to view the accounts of all participants to an own project in HD4DP2 of the own organization using the EAM interface?

There is currently no concept "own project"

How to view the accounts of all participants to all projects in HD4DP2 of the own organization using the EAM interface?

An Authenticated User is not able to carry out this action.

How to view accounts of own projects in HD4DP2 using the EAM interface?

How to view all accounts of all projects in HD4DP2 of all organizations using the EAM interface?

An Authenticated User is not able to carry out this action.