Adding a New User Role - v7.3.3

Adding a New User Role - v7.3.3

Steps to add a new user role:


  1. Login to ResearchWise Web Apps > ResearchFlow Administration > Role Descriptions.




  1. Click on ‘New’ from the dropdown list, as shown below:




  1. Type the name of the new role in ‘Name’ section and select the functions/privileges to be provided to the user role:



Below is the description of all functions:


Functions

Description

Add New Reports

This function will enable the users to submit new reports in the system.

Modify Existing Reports

This function will allow users to make modifications to existing reports in the ResearchFlow system.

Remove Existing Reports

This function will allow users to delete existing reports via ResearchWise Web Apps.

Own Reports

This function will allow users to view and action the reports that have been submitted in the system by the user himself only. For example, this right can be given to research analysts, who would then be able to view the changes that they have made in the reports that they have submitted.

Allow users to modify distribution settings

This function will enable the user to view and edit the distribution settings in a word report else the Distribution tab would be missing for the user while working on the report.

Restricted information

This function will enable the user to see the grid message for a restricted instrument while report submission.

Manage Files in Research Email

This function allows user to manage i.e. adding additional files in  word report (to be sent as attachment) under Distribution Tab while checking-in the word report.

Allow users to edit Research Email

This function allows user to edit the research email under Email Preview - Editor screen.



  1. Click on ‘Add’ button to save the changes:



Copyright

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