BlueDolphin uses Role Based Access Control (RBAC). Every user in the system is linked to one or more roles and each role defines what the user may or may not do with objects or questionnaires attached to the object. As an Administrator you can:
- Create, read, modify and delete roles.
- Link and unlink users to roles.
- New users are automatically placed into the 'Default users' role.
- The ''Administrators', 'Default users' , 'Source processor' and 'Process Administrators' roles cannot be deleted.
Adding a new role
Navigate to Admin->Roles and press the add icon:
Enter the name of the new role and press "OK"
Controlling which role a user has
Navigate to Admin->Roles and select the role where you want to link or unlink users. The first tab, shows a list of users currently linked to this role.
Press the small garbage can icon to the right of the user to unlink it from this role. The user itself won't be deleted and any links to other roles are unaffected.
Press the 'Add user' button to select a specific user to link to this role.
Controlling what user's of a role can and cannot do
Each role has a tab where all the system's object definitions are shown:
Click on one of these definitions to set the permissions for it:
The following permission levels are available.
The user sees the entered date but is not able to make any adjustments. The entered information is not visible when a questionnaire field contains “sensitive information”.
Read and Write
The user sees the entered data and is able to adjust this data.
When roles contain conflicting permissions
If a user is linked to multiple roles with conflicting permissions, then the system will grant the user the highest of the two conflicting permissions.
Removing a role
When you no longer need a role, you can remove it by using the “Delete” button. You can only delete self-created roles. The default roles in BlueDolphin cannot be deleted.