To add a new user
A user in Geneticist Assistant is one of three types:
• Administrator user - All available permission types (User, Chemistry, Instrument, and so on) are automatically assigned to an Administrator user. An Administrator user can view all the runs that have been submitted to the Geneticist Assistant database by any user and all the patients that have been added to the Geneticist Assistant database by any user.
• Staff user - A Staff user can log into the django web administrator site. The actions that a staff user can carry out on this site are determined by the permission types that are assigned to the user.
• (Standard) user - For a standard user, you do not select either the Administrator Privileges option or the Staff option. Standard users can view all the runs that they have submitted to the Geneticist Assistant database as well as any runs that have been submitted by other users and for which they have been granted at least the Can Read permission. Standard users can also view all the patients that they have added to the Geneticist Assistant database as well as any patients that have been added by others users and for which they have been granted at least the Can Read permission.
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 | For a detailed description of the permission types that you can assign to a user, contact SoftGenetics. |
1. On the Geneticist Assistant main menu, click File > User Management.
The User Management dialog box opens. The User tab is the open tab. The tab displays all the users who are currently configured for your Geneticist Assistant installation, their status, and if applicable, their permissions level (Staff or Administrator).
2. Click Add New User.
The Add New User dialog box opens.
3. Add the information for the new user.
Field | Description |
|---|---|
Username | Required. The login name for the user. Uppercase and lowercase are allowed. No special characters are allowed. |
Password | Required. The login password for the user. The password cannot contain any spaces. If additional password requirements have been set, then the password must also adhere to these requirements. See To specify the Geneticist Assistant password requirements. |
Confirm Password | Required. Enter the password exactly as you entered it in the Password field. |
First Name (optional) | The first name for the user. Displayed only here in the application. |
Last Name (optional) | The last name for the user. Displayed only here in the application. |
Email | Required. The email address for the user. |
• Administrator Privileges • Staff | You can assign both Administrator Privileges and Staff status to the same user. Do not assign either option for a standard user. |
Active | Selected by default and you cannot change this. The user is added as an Active user. The user can log into Geneticist Assistant and carry out all the activities available to him/her based on the assigned permissions. You can inactivate a user when you edit a user. See To edit a user. |
4. In the Permissions pane, add or remove the permissions for the user as needed. You can add or remove permissions individually, or you can add or delete all permissions of a specific type in a single step.
• To add all permissions of a specific type (for example, View), select the check box next to the type.
• To remove all permissions of a specific type, clear the check box for the type.
| | Be aware of the dependencies for these permissions. For example, if a user is to be able to add chemistries, then the user must also be able to view chemistries. |
5. Click OK.
The Add New User dialog box closes. The User Management dialog box remains open.