DIME User Management

Users with the Organization Manager role have the ability to manage users belonging to their lab or organization. This document covers the following topics:

  1. Accessing the management pages
  2. Viewing information regarding users currently belonging to the organization
  3. Editing user’s information
  4. Adding new users
  5. Removing users from the organization
  6. Reactivating deleted users

1. ACCESS

When a user with the Organization Manager role logs into DIME, a Manager navigation item will be displayed. Clicking on the Manager menu item will show a number of options. To access user management section, choose the "User Accounts" menu item.

Click on User Accounts

2. VIEWING USER INFORMATION

When arriving on the user management page, the organization manager will be presented with a paginated list of users currently associated with their lab or organization.

View Users

Some columns include an input field at the top of the column. The organization manager can enter text and press enter on their keyboard to filter the results set on the entered text. The system performs a substring search, so entering "rob" will return not only "Rob" but "Robert", "Robbie" and "Frobber".

Filter Results

For each user in the list, there are links to actions that can be taken on that user. The organization manager can use these to view the user’s DIME record, edit information found in the user’s record or remove the user from the organization.

The organization manager can click on the "View" link which will take them to a detailed view of the user record stored in DIME.

View Detailed User Record

3. EDITING USER INFORMATION

If the organization manager needs to edit the user’s information, they can do so by clicking on the "Edit" link next to the user’s row in the list. The manager will be brought to a page that will allow them to edit the user’s information.

Edit User Info

After the new information has been entered, the organization manager can click the "Save" button to update the user’s DIME record.

By clicking the "Change Password" link, the organization manager will be brought to another page where they can enter a new password for that user and save it. Changes to the user’s password takes effect immediately.

Change Password

4. ADDING NEW USERS TO THE ORGANIZATION

Add New or Existing User to Lab

Next to the list of users belonging to the organization, there is a link that directs the organization manager to a page that allows them to add a new user to their lab or organization.

This page presents the organization manager with a form that lets them enter information about the user to add to the organization.

The first field on the form asks for the user’s email address. After entering an email address, the system looks in the database to see if that user already has a DIME account. If the user already exists in the database, a message will appear stating that the user was found and asks the organization manager if they want to add the existing user to their organization.

Add Existing User to Organization

By clicking the "Use Existing" button, the organization manager will be brought to a form asking what permission type the newly added user should receive. The user will then be added to the organization as an active user with the specified permission type. Please see Appendix A for details about granted permissions for each role.

Add User Successfully

If the user’s email address was not found in the database, the organization manager must enter all required fields.

Fill in Required Info

When the organization manager is done entering the new user’s information, clicking the "Create" button at the bottom of the form will add the information to the database and make that user an active member of the organization. Note that fields marked with an asterisk are required.

5. REMOVING USERS FROM THE ORGANIZATION

Next to each user’s information in the list, there is a "Delete" link. Clicking on this link will not actually delete the user from the DIME database, but it will mark the user as inactive for the organization and that user will no longer be able to perform actions as a member of that lab or organization. If the user also belongs to another organization, their status with that organization will not change at all.

6. REACTIVATING DELETED USERS

At the bottom of the user list, there is a "Show Deleted Users" button. Clicking on this button will change the display to list only users that have previously been removed from the organization. In this view, the organization manager will be provided with a link in each user’s row to "Activate" the user. Activating one of these users will move that user to the “active” list.

Appendix A: User Roles and Permissions

Authenticated users are assigned to one of three defined roles. The roles and the general permissions for each role is as follows:

Member

  • Sample Operations
    • View and print test results and reports
    • View sample meta data including material identification information and test meta data
  • Test Operations
    • View test results
  • User Administration
    • Update your own account information

Data Editor

  • Sample Operations
    • Create a new sample record
    • Edit a sample record
    • View and print test results and reports
    • View sample meta data including material identification information and test meta data
  • Test Operations
    • Edit a test record
    • Submit test results for a sample
    • View test results
  • User Administration
    • Update your own account information

Data Administrator

  • Sample Operations
    • Create a new sample record
    • Delete a sample record
    • Edit a sample record
    • Hand-over sample
    • Share sample information
    • View and print test results and reports
    • View sample meta data including material identification information and test meta data
  • Test Operations
    • Delete a submitted test record
    • Edit a test record
    • Submit test results for a sample
    • Supersede submitted tests
    • Verify or Publish test results
    • View test results
  • User Administration
    • Update your own account information

Organization Manager

  • Sample Operations
    • Create a new sample record
    • Delete a sample record
    • Edit a sample record
    • Hand-over sample
    • Share sample information
    • View and print test results and reports
    • View sample meta data including material identification information and test meta data
  • Test Operations
    • Delete a submitted test record
    • Edit a test record
    • Submit test results for a sample
    • Supersede submitted tests
    • Verify or Publish test results
    • View test results
  • User Administration
    • Add new members to your organization
    • Assign roles to your organization members
    • Remove members from your organization
    • Update information for a member of your organization
    • Update your own account information
    • View information about members in your organization