To set Read and Write permissions for a patient, sample, or run
1. Open the location from which you are setting the permissions:
• The Patients tab.
• The Samples sub-tab on the Patient tab.
• The Runs tab.
• The Samples pane on the Run tab.
• The Associated Samples pane on the Variant tab.
2. Do one of the following:
• Select the patient or CTRL-click to select the multiple patients for which you are setting the permissions, and then right-click any selected patient, and on the context menu that opens, click Permissions.
• Select the sample or CTRL-click to select the multiple samples for which you are setting the permissions, and then right-click any selected sample, and on the context menu that opens, click Permissions.
• Select the run or CTRL-click to select the multiple runs for which you are setting the permissions, and then right-click any selected run, and on the context menu that opens, click Permissions.
The Permissions dialog box opens. The first field on the dialog box indicates the entity (Patient, Sample, or Run) for which you are setting the permissions. The displays the names of all the users and/or groups and their assigned permissions for the patient, sample, or run. If you opened the Permissions dialog box from the Runs tab, then an additional option, Apply permission settings to samples, is displayed.
3. Edit the permissions for any user or group as needed and then click OK; otherwise, to add permissions for a new user or group, go to Step 4.
 | You can add or remove the Can Write permission for a user or group, or you can remove both the Can Read and Can Write permissions. Removing the Can Read permission but leaving the Can Write permission selected for a user or group has no effect. |
4. Enter a user name (the login name for the user), or to assign the same permissions to multiple users in a single step, enter a group name. Note the following about the search string:
• The search string is not case-sensitive, but the string must begin with the user or group name. For example, a search string of “Ja” or “ja” returns a user with the name of Jane Doe, but a search string of “Doe” does not.
• As you enter a user name or a group name, a dropdown list opens. The list is dynamically updated with user names or group names that are in your Geneticist Assistant database and that match the search string that you are entering.
5. Select a user name or group name from the list, and then click Add.
The user name or group name is displayed in the lower pane of the dialog box. The Can Read permission is already assigned for the selected user or group. If just this permission is selected, then the user or group can simply view the patient records, samples, or runs. They cannot edit them.
6. Optionally, if the user or group must be able to edit the patient records, samples, or runs as well, then select the Can Write permission.
7. If you are setting the permissions for one or more runs, then optionally, if all users and groups are to have their same run permissions applied to all the samples in all the selected runs, then select Apply the permission settings to Samples; otherwise, leave this option cleared, or clear it if necessary.
8. Click OK.
A Permission Updated message opens.
9. Click OK.
Both the message and the Permissions dialog box close. The specified permissions are set for the patient records, samples, or runs.