TABLE OF CONTENTS

• General information
• Roles at Organization level 
• Roles at Project level 

General information

The permission model is built on two levels: 

• Organization and 

• Project level.
  

You can have one role in the organisation and have different roles in different projects. The roles are very flexible and can be adapted to the needs of the organization. We have described the default configuration below. If any change is needed, please contact the EP team.

Roles at Organization level 

The current version of the software introduce organizations where we can distinguish five different roles:

• Administrator
  Responsible for managing all users and organization assets (templates, vocabularies, set of highlights). Can manage all projects and folders. Can add him-/herself to any project.
  

• Owner
  

Owner has all the rights of an Administrator, but can also manage the organization's settings, including changing the RIS mapping, the default project type and modifying project permissions for all users. Can manage projects and folders.

The role can be performed by the EP team in some organizations.

• Library manager
  A role that assists administrators in retrieving and managing of PDFs. Can access all projects in the organization as a Librarian. 

• Data manager
  Who takes control of the controlled vocabularies and templates used within the organization and can access the output of any project. Can access all projects in the organization as a visitor.
  

• Member
  Who only sees the projects they have been assigned to and has no permissions to modify the organization's assets.

Depending on their role in the organization, users will have different access to the resources that can be accessed from the main navigation bar.

Roles at Project level 

Based on the Organisation roles users will have default roles in the created project, but it can be changed without restriction and for example a Member of the organization may become a Manager within a project.   The change can be done by the Project manager. 

There are five project roles: 

1. Manager 
   The manager is responsible for setting up the flow of tasks in the project.  Create instructions or forms to be used at each stage.  Add members to the project team. Manager has access to all features and data in the project.

2. Senior researcher
   In addition to screening/extraction activities, Senior Researcher can edit instruction details, view a list of all references, and export results.
   Senior Researcher does not have access to history logs and cannot manage team members. 

3. Researcher
   Has access to assigned tasks, general progress information and project details

4. Librarian
   Can manage project references, their attachments and bibliographic data. Role cannot get any tasks in the project (screening/extraction)

5. Visitor
   See the progress and results of the project but cannot edit anything.  Role cannot get any tasks in the project (screening/extraction)
   

 The list of tasks defined above for the project roles is the default set, the individual range of tasks for each role in the project can be changed in the ‘Settings’ tab by the Owner

RELATED ARTICLES

1. Organization settings