For external users (public users), you can configure a role to be automatically
applied on successful registration. See: External
User PreferencesIn this topic Hide
This page is used to create a new role for a specific group of users in your institution, and to manage roles.
A role is a pre-defined set of access to Page Views, eForm templates, reports, and core Significant Events.
A number of default roles are provided with the system, which you can modify to suit your institution's requirements. You can also create new roles. When you associate Page Views with a role, ensure that you select the appropriate level of access if options are provided, such as Full Access, Read Only and so on.
Reporting is not available for this area so the Reports button does not display on the toolbar.
Menu path: RME > Users > Roles
Use Advanced search to find records.
• Select the checkbox to the left of the record and click Open in the toolbar.
• Click the link in the first column (denoted by blue underlined text).
For more, see: Search
To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:
Action |
|
Find out more |
Create a new record |
Click the New button on the toolbar |
|
Edit a record |
Open the record, edit the details and save |
|
Copy a record to reuse details or create a version |
Select the record and click the Copy button on the toolbar |
|
Delete one or more records |
Select the records and click the Delete button on the toolbar |
|
Export record details |
Click the Export button on the toolbar |
|
Access reports |
Click the Reports button on the toolbar |
|
Change the layout of columns in this page |
Click the Column button on the toolbar |
A set of default system roles have been set up to help you to get started. These are set up with a specific level of access to Page Views and some assigned page actions expected for the role. You can modify these by adding any additional Page Views or page actions, as well as eForm templates and reports that you create. You can also create your own roles from scratch. System default roles are shown in the Results grid with a tick in the System? column. Exporting details from the Page View grid will only include the details in the grid and will not include any applicable page actions.
To view full details for each system role:
1. Search for it and select a Page View. The Page View tree displays.
2. Click each header in the tree to see those assigned (marked with a tick).
3. Click an assigned view to see details, including access type and any relevant page actions.
Default system role list
System Role Name |
Intended user |
Contracts Admin |
Administrators managing research contract records Once you create your Contract eForm templates, allocate them to this role. |
Contracts Data Entry |
Support staff entering details related to research contracts |
Ethics Admin |
Administrators managing ethics application records and eForms Once you create your Ethics eForm templates, allocate them to this role. |
Ethics Data Entry |
Support staff entering details related to ethics applications |
Grants Admin |
Administrators managing project grant records and RPR eForms Once you create your RPR eForm templates, allocate them to this role. |
Grants Data Entry |
Support staff entering details related to project grant records |
HDR Admin |
Administrators managing HDR student records and HDR eForms This role provides access to the entire HDR module with Access Type of Full Access for all pages, and some selected Personnel pages Once you create your HDRCM or HDR PR eForm templates, allocate them to this role. |
HDR Data Entry |
Support staff entering details related to HDR student records |
HDR Director |
High-level HDR administrator This role provides access to the entire HDR module with Access Type of Full Access for all pages, selected Personnel pages (similar to HDR Admin), as well as HDRCM and HDR PR eForms |
Research Outputs Admin |
Administrators managing publications and research output records Once you create your Research Output eForm templates, allocate them to this role. |
Researcher |
Researchers; provides access to all core modules and eForm domains but is restricted by the data security access set in the User record for Org. Unit and based on any defined code: contract type, project type, ethics category, and fund scheme activity type (lookups) Once you create your eForm templates, allocate them to this role. |
RME Application Admin |
Administrators who need access to a wide range of records across organisational units |
RO Data Entry |
Support staff entering details related to publications and research output records |
Student |
HDR students; provides access to eForm pages to support the user of eForms Once you create your HDRCM or HDR PR eForm templates, allocate them to this role. |
For external users (public users), you can configure a role to be automatically
applied on successful registration. See: External
User Preferences
In the toolbar, click the New button. For field details, see: Role record
• Role
Product Key: Modules - Core
Page ID: rol001s.htm