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 disable 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.
Returning to the user's My accounts page you will notice the Account state has changed to Approved.
With an approved account, Authenticated Users can access their specific 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.
Click on the Approve button.
Returning to the user's My accounts page you will notice the Account state has changed to Approved.
With an approved account, Authenticated Users can access their specific project(s) in HD4DP2.
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.
Click on the Approve button.
Returning to the user's My accounts page you will notice the Account state has changed to Approved.
With an approved account, Authenticated Users can access their specific project(s) in HD4DP2.
How to disable an account for a project in HD4DP2 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 Accounts.
An overview with the accounts of the Authenticated Users appears.
Scroll down the list 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.
To complete the action, you need to click on the Execute action button.
This action triggers an e-mail to the end user to inform about the account being disabled: the user can't log in with the given credentials.
How to restore an account for a project in HD4DP2 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 items EAM Users and EAM Accounts become visible. Select EAM Accounts.
An overview with the accounts of the Authenticated Users appears. Click on the Edit button of the disabled account you want to restore.
The Manage grants page for the selected account opens up. To undo the state Disabled, you need to click on the Create New Draft button.
The account state is restored to Draft, so that the Access Manager has again all action options at hand:
How to reset a password of an account for a project in HD4DP2 using the EAM interface?
An Access Manager is not able to carry out this action.
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?
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 Accounts.
The EAM Accounts overview screen appears. You want to select an account for a project in HD4DP2 for which the role and/or author group 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 Project/Role (Grant).
- When the account has the state Published, you carry out the following procedure:
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. Go here to continue.
- When the account has the state Disabled, you carry out the following procedure:
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. Go here to continue.
- When the account is in the state Approved, you carry out the following procedure:
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.
Subsequently, click on the Create New Draft button.
The account state will be set to Draft. Go here to continue.
- When the account is in the state Approval, you carry out the following procedure:
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.
Subsequently, click on the Create New Draft button.
The account state will be set to Draft. Go here to continue.
When the account state is finally set to Draft, click on the Edit button.
Change the role from Local Study Associate to Local Study Lead and click on the Save button.
You have changed the role for this project in HD4DP2 to Local Study Lead.
How to change an account for a project in HD4DP2 to 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 Accounts.
The EAM Accounts overview screen appears. You want to select an account for a project in HD4DP2 for which the role and/or author group 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 Project/Role (Grant).
- When the account has the state Published, you carry out the following procedure:
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. Go here to continue.
- When the account has the state Disabled, you carry out the following procedure:
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. Go here to continue.
- When the account is in the state Approved, you carry out the following procedure:
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.
Subsequently, click on the Create New Draft button.
The account state will be set to Draft. Go here to continue.
- When the account is in the state Approval, you carry out the following procedure:
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.
Subsequently, click on the Create New Draft button.
The account state will be set to Draft. Go here to continue.
When the account state is finally set to Draft, select the Edit button for the project and role you want to change.
Change the role from Local Study Lead to Local Study Associate and click on the Save button.
You have changed the role for this project in HD4DP2 to Local Study Associate.
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?
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 items EAM Users and EAM Accounts become visible. Select EAM Accounts.
The EAM Accounts overview screen appears. You want to select an account for a project in HD4DP2 for which the role and/or author group 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 Project/Role (Grant).
- When the account has the state Published, you carry out the following procedure:
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. Go here to continue.
- When the account has the state Disabled, you carry out the following procedure:
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. Go here to continue.
- When the account is in the state Approved, you carry out the following procedure:
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.
Subsequently, click on the Create New Draft button.
The account state will be set to Draft. Go here to continue.
- When the account is in the state Approval, you carry out the following procedure:
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.
Subsequently, click on the Create New Draft button.
The account state will be set to Draft. Go here to continue.
When the account state is finally set to Draft, click on the Edit button, select the Edit button for the project and role you want to change.
Change the role to 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 change an author group for a project in HD4DP2 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 Accounts.
The following page with an overview of the different user accounts appears. You want to select an account for a project in HD4DP2 for which the role needs to be changed.
First, make sure that the account state is Draft or Published. Projects and roles can't be selected with accounts in the states Approval or Approved.
Click on the Edit button.
The page for managing the grants appears. Select the Edit button for the project and role you want to change.
The Edit Grant window pops up, where you now can change the role from Local Study Associate to Local Study Support.
Next, adapt the Author group.
The changes to Role and Author group are shown on the Account: Manage grants page.
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.