docs.healthdata.beAccess Manager actions using CSV Upload
Table of contents
How to create accounts using CSV Upload?
How to approve an account request using CSV Upload?
How to remove an account using CSV Upload?
How to restore an account using CSV Upload?
How to create users using CSV Upload?
How to change user type to Authenticated user using CSV Upload?
How to change user type to Manager using CSV Upload?
How to change user type to Administrator using CSV Upload?
How to reset the password of an account using CSV Upload?
How to create accounts using CSV Upload?
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.
Creating accounts in batch
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this, the items EAM Users and EAM Accounts become visible. Click on EAM Accounts and Bulk upload successively.
The Accounts Batch Creation page appears.
Select a valid .csv file on your system to upload or use the following example file:
Use the schema file to validate the csv:
ATTENTION:
User roles and corresponding values
To complete the value for the “role” field, 3 different variables are possible:
- "1" = Local Study Lead
- "2" = Local Study Associate
- "3" = Local Study Support
Make sure to use "hd4dp2" as value for the "app" field, since roles "1", "2", and "3" are typical roles for the HD4DP2 data collection application.
Additional csv bulk upload tips
- When the "role" field has value "1" or "2", the "authorgroup" field should be left empty. Pay attention to this when changing "role" field from value "3" to "1" or "2".
- When adding a user to role "3", the author group needs to be defined and needs to exist, or the line will be skipped. To guarantee a successful bulk upload of an extensive csv file, you want to place the accounts with role 3 at the end of the list to be uploaded. The accounts with role "1" and "2" are imported first, and thus prefilling the author group list with First_name and Last_name prior to importing the accounts with role "3".
- First_name and Last_name need to be capitalized.
- When adding more than one project code, use pipes to separate the codes.
- If the user does not exist, the line will be skipped.
- Avoid using Excel as this can lead to unwanted formatting of the csv file.
- Make sure that you have placed the quotes correctly. If the values have no comma, you can also leave out quotes.
Abbreviations used in csv bulk upload files
- ssin: Social Security Identification Number - Numéro d’identification de la sécurité sociale (NISS) - IdentificatieNummer Sociale Zekerheid (INSZ)
- org_nihdi: National Institute for Health and Disability Insurance number of your organization (RIZIV/INAMI number)
- nihdi: your personal National Institute for Health and Disability Insurance number (RIZIV/INAMI number)
- app: application such as HD4DP, Healthstat
- project_code: code of the healthdata.be Business Project, e.g. HDBP0001 for Belgian Cystic Fibrosis Registry (BCFR)
Then, make a selection in the Approval State toggle shown below.
- Create as awaiting approval: With this option the accounts will receive the status Approval and will be set ready for the Access Manager to be Approved.
- Create as pre-approved: With this option the accounts will receive the status Approved and will be uploaded directly without further interference by the Access Manager (e.g. confidence in content quality is very high)
Finally, run the batch creation by clicking on the corresponding button.
How to approve an account request using CSV Upload?
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.
Creating accounts in batch
Click on Manage to the top left of the screen, so that EAM appears. When hovering over this, the items EAM Users and EAM Accounts become visible. Click on EAM Accounts and Bulk upload successively.
The Accounts Batch Creation page appears.
Select a valid .csv file on your system to upload or use the following example file:
Use the schema file to validate the csv:
ATTENTION:
User roles and corresponding values
To complete the value for the “role” field, 3 different variables are possible:
- "1" = Local Study Lead
- "2" = Local Study Associate
- "3" = Local Study Support
Make sure to use "hd4dp2" as value for the "app" field, since roles "1", "2", and "3" are typical roles for the HD4DP2 data collection application.
Additional csv bulk upload tips
- When the "role" field has value "1" or "2", the "authorgroup" field should be left empty. Pay attention to this when changing "role" field from value "3" to "1" or "2".
- When adding a user to role "3", the author group needs to be defined and needs to exist, or the line will be skipped. To guarantee a successful bulk upload of an extensive csv file, you want to place the accounts with role 3 at the end of the list to be uploaded. The accounts with role "1" and "2" are imported first, and thus prefilling the author group list with First_name and Last_name prior to importing the accounts with role "3".
- First_name and Last_name need to be capitalized.
- When adding more than one project code, use pipes to separate the codes.
- If the user does not exist, the line will be skipped.
- Avoid using Excel as this can lead to unwanted formatting of the csv file.
- Make sure that you have placed the quotes correctly. If the values have no comma, you can also leave out quotes.
Abbreviations used in csv bulk upload files
- ssin: Social Security Identification Number - Numéro d’identification de la sécurité sociale (NISS) - IdentificatieNummer Sociale Zekerheid (INSZ)
- org_nihdi: National Institute for Health and Disability Insurance number of your organization (RIZIV/INAMI number)
- nihdi: your personal National Institute for Health and Disability Insurance number (RIZIV/INAMI number)
- app: application such as HD4DP, Healthstat
- project_code: code of the healthdata.be Business Project, e.g. HDBP0001 for Belgian Cystic Fibrosis Registry (BCFR)
Then, make a selection in the Approval State toggle shown below.
- Create as awaiting approval: With this option the accounts will receive the status Approval and will be set ready for the Access Manager to be Approved.
- Create as pre-approved: With this option the accounts will receive the status Approved and will be uploaded directly without further interference by the Access Manager (e.g. confidence in content quality is very high)
Finally, run the batch creation by clicking on the corresponding button.
How to remove an account using CSV Upload?
An Authenticated User is not able to carry out this action.
How to restore an account using CSV Upload?
An Authenticated User is not able to carry out this action.
How to create users using CSV Upload? (own orgs)
Video available here
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, the items EAM Users and EAM Accounts become visible. Click on EAM Users and Bulk upload successively.
The Users Batch Creation page appears.
Select a valid .csv file on your system to upload or use the following example file:
Use the schema file to validate the csv example file:
ATTENTION:
User roles and corresponding values
To complete the value for the field “role”, 2 different variables are possible:
- access_manager
- default
Additional tips:
- If the user already exists, the line will be skipped.
- Avoid using Excel as this can lead to unwanted formatting.
- First_name and Last_name need to be capitalized.
- Make sure that you have placed the quotes correctly. If the values have no comma, you can also leave out quotes.
Abbreviations used in csv bulk upload files
- ssin: Social Security Identification Number - Numéro d’identification de la sécurité sociale (NISS) - IdentificatieNummer Sociale Zekerheid (INSZ)
- org_nihdi: National Institute for Health and Disability Insurance number of your organization (RIZIV/INAMI number)
- nihdi: your personal National Institute for Health and Disability Insurance number (RIZIV/INAMI number)
- app: application such as HD4DP, Healthstat
- project_code: code of the healthdata.be Business Project, e.g. HDBP0001 for Belgian Cystic Fibrosis Registry (BCFR)
Now, run the batch creation by clicking on the corresponding button.
How to change user type to Authenticated user using CSV Upload?
An Authenticated User is not able to carry out this action.
How to change user type to Manager using CSV Upload?
An Authenticated User is not able to carry out this action.
How to change user type to Administrator using CSV Upload?
An Authenticated User is not able to carry out this action.
How to reset the password of an account using CSV Upload?
An Authenticated User is not able to carry out this action.
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!