Setting permissions for Sample Manager v7.04
The security group functions that control access to Sample Manager are as follows:
| Allow user view-only access to the default prototype |
SampleManager
(As long as the user has at least this top-level function they will be able to view the default prototype).
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| Allow user to modify the default prototype | SampleManager/Default/Prototype/Modify |
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Allow user to access their own prototypes and samples only
(The Sample Action/Output option will also be available)
|
SampleManager/Prototype
(
Maintenance/Metadata is also required if the prototypes or samples use metadata).
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| Allow user to access all prototype and samples |
SampleManager/SampleProject/AllOwners/View
(The Show All Users checkbox on Modify Group Filter also needs to be set from within SampleManager).
(
Maintenance/Metadata also required if the prototypes or samples use metadata).
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| Allow user to create new prototypes | SampleManager/Prototype/New |
| Allow user to edit existing prototypes | SampleManager/Prototype/Modify |
| Allow user to copy existing prototypes | SampleManager/Prototype/Copy |
| Allow user to delete existing prototypes | SampleManager/Prototype/Delete |
| Allow user to create new samples | SampleManager/SampleProject/New and SampleManager/SampleProject/Modify |
| Allow user to modify existing samples (including Quick Edit) | SampleManager/SampleProject/Modify |
| Allow user to copy existing samples | SampleManager/SampleProject/Copy and SampleManager/SampleProject/Modify |
| Allow user to delete existing samples | SampleManager/SampleProject/Delete |
| Allow user to submit samples | SampleManager/SampleProject/Submit |
| Allow user to close samples | SampleManager/SampleProject/Close |
| Allow user to rollback samples | SampleManager/SampleProject/Rollback |
| Allow user to view Sample Report and Replicate Report | Reporting/Report |
| Allow user to create activity filters in samples or prototypes | Maintenance/Metadata |
| Allow user to use existing named filters in samples or prototypes | Maintenance/NamedProjectFilter |
| Allow user to view prototype or sample history |
PanelManagement/History
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| Allow user to view sample mailings |
SampleManager/SampleProject/Mailing
This also gives access to Mailing Manager for samples within the PanelManagement menu.
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| Allow user to create new sample mailings | SampleManager/SampleProject/Mailing/New |
| Allow user to modify existing sample mailings, add new mailing waves, delete existing mailing waves and add Response Ids | SampleManager/SampleProject/Mailing/Modify |
| Allow user to send mailing waves and test emails | SampleManager/SampleProject/Mailing/Send |
| Allow user to delete sample mailings | SampleManager/SampleProject/Mailing/Delete |
| Allow user to view email recipients | Administration/MailingQueue/Recipients |
| Allow user to use existing email templates | Maintenance/Email/Template |
Some of the above security functions may also allow users to access other areas of the system. When setting up security groups, it recommended that you log in as a user with access to the new security group to ensure it has been set up as required. Functions that the user does not have access to will either be hidden or will display an error message if the user attempts to use them. If a user is a member of more than one security group they may have access to other functions through the other groups.