6 Account Administration |
The foundation of a Velos eResearch account begins with the configuration of the account management settings. One of the most critical steps you take in configuring and managing your eResearch environment is mapping out organizations, groups, and other user permissions that define the user experience. Consider, for example, that each user account, patient record, and study must be linked to an organization. Further the organization that each of these elements is tied to controls what studies and patients the end user sees in your environment. Therefore, considering how many organizations, if there are any hierarchical relationships, or instances of multi-organizational access is a foundational, and essential step to take before implementation, if possible.
Also important are groups and other configured permissions, as users must also belong to at least one group, and the sum of their group and other configured permissions are what dictate the totality of their system-level permissions, and therefore, what data they can see, create and manipulate.
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Note:
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1. Thoughtful, forward-thinking design of organizations and groups is key to successful eResearch implementations and workflow design.
2. If Networks is an option in your version of eResearch, please refer to Networks, for more information.
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Warning:
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1. Organizations and Groups must be created prior to creating additional user accounts, as each user must be associated with an organization and group.
2. This topic is for site administrators or super users. Most end-users will not have access to the Manage Account module and the menu option will not display on the menu bar.
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Account management includes creating and maintaining the following elements:
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