Authenticated user actions in HD4DP2 using the EAM interface

Last updated: 2023-10-01 19:12

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 access to 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 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".

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 access to 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 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".

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.

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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.

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.

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.

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.

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.

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.

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.

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.