Authenticated user actions for a project in HD4DP2

Authenticated user actions for a project in HD4DP2

Last updated: 2024-11-19 14:28

Table of contents

Adding access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")

Preceding steps

Adding access grants

In the My Accounts page you search for the EAM account that you just have created.

Click on "0 grants" in the Grants column or select the relevant Edit button. In the latter case, select Add Grant.

Then add new grants to an account by clicking on the Add new Grant button at the bottom of the next screen.

Select the desired project and the role of Local Study Lead, Local Study Associate or Local Study Support in the Add a new grant pop-up window.

If you select the role of Local Study Support, an additional Author group drop-down list will be displayed. Select the desired Author group and click on the Save button.

Upon returning to the My Accounts page, you will see that the accounts list has been updated with the selected grant:

This concludes the process to create an account for a project in HD4DP v2.0 with its corresponding role .

Next step: Request Access Manager's approval of the access grants as described here.

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Return to the User Matrix (recommended)

Requesting approval of access grants with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")

Preceding steps

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 the User Matrix (recommended)

Removing an EAM account

Preceding steps

Removing an account

To remove an account which is still in Draft state you simply select Remove from the Edit toggle button. If you wish to remove an account in another state (Approval, Approved, Published etc.) you need to contact your Access Manager who will then disable it.

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Return to the User Matrix (recommended)

Changing access grants to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author group")

Preceding steps

Changing roles

If you wish to change your role for one of the projects you would first need to check whether your account is still in Draft state. If this isn't the case, you need to contact your Access Manager to have your role changed.

If not, return to the Accounts: Manage grants page by selecting "n grants" in the Grants column and navigate to the list of Projects (below Account Details).

Select the Edit button of the desired project, which is then displayed with the current role in the Edit Grant window.

Change your current role using the drop-down menu. If you change your role to Local Study Support, you will also be prompted to select a corresponding Author group too. Confirm with the Save button.

This concludes the process to change access grants for a project n HD4DP v2.0 to another role.

Next step: Request Access Manager's approval of the changed access grants as described here.

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Return to the User Matrix (recommended)

Requesting approval of access grants change to the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group "Author Group")

Preceding steps

Requesting approval of role change

To request approval of this role change you need to click on "n grant(s)" in the Grants column to open the Account: Manage grants screen. (See Adding access grants for the starting point of this step.)

Click on the Request approval button.

The Account state is updated 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. You will have to wait now for the Access Manager to take action. This can take multiple hours. Upon confirmation the Account state will change to Approved.

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Return to the User Matrix (recommended)

Changing an author group of an EAM account

Preceding steps

Changing the author group

If you wish to change the author group for your role as Local Study Support you need to check first whether your account is still in Draft state. If this is not the case, you need to contact your Access Manager to have the author group changed.

If not, return to the Accounts: Manage grants page by selecting "n grants" in the Grants column and navigate to the list of Projects (below Account Details).

Select the Edit button of the relevant HD4DP2 project.

The Edit grant window shows the relevant Project with your role as Local Study Support and the current Author group.

Select the Author group field and change to another author group from the drop-down menu.

Click on the Save button.

This completes the process of changing an Author group linked to a specific EAM account.

Next step: Request Access Manager's approval of the access grants as described here.

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Return to the User Matrix (recommended)

Viewing own accounts

Preceding steps

Viewing own accounts for the different applications

Go to the Linked accounts section on your My Profile page to view your own accounts for the different applications.

Filtering accounts for HD4DP2

Click on the My Accounts tab. Then, press "CTRL+F" and search "HD4DP2" in order to find the accounts for the application HD4DP2 (highlighted).

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