User Creation & Roles

User accounts can be created by Org Admins, and can be set up under various roles. Certain roles provide specific level of access to features on the website.

User Roles

1. Org Administrator
2. Org Manager
3. Anthropologist
4. DNA Analyst
5. Anthropologist - Project Lead
6. Isotope Analyst
7. Historian
8. Dentist
9. Intern

Org Administrator

Org Administrator is one of the Users. Below image shows the screen of Org Administrator. The left side bar includes the various modules of the CoRA web application that the Org Administrator can select. It consists of Dashboard, Specimens, DNA, Isotope and Administration

The Org Admin takes the responsibility of creating and managing the Users, Projects, Accession, Instruments and Haplogroup.

User Management

User Creation

• Login as Org Administrator
• On the left navigation bar, click on the Administration
• Under Administration, click on User Management
• After you click on User Management, you will see list of all users

The user list screen provides the information related to the user such as its Name, Role, Email, Cell Phone, Active Status, Country, Language, Time Zone, IP Address and Last Activity. In the gif above we can see some users have been inactive since a year and some are still active.

• On the User Management page, click on Actions, then Create
• Enter the information on the New User creation page (required fields are marked with a red asterisk*)
• Through the "Roles" field, various user roles can be selected such as Org Admin, Anthropologist, Manager, DNA Analyst, Historian, Intern, Isotope Analyst.
• Once all information is entered, click Save, and a message will appear at the top informing the user that the “User successfully added”

Users will be able to change their password once they have logged in. Ensure to check the Active box so that the user account is active and the user can login.

Below are some fields with some validation rule

Attributes	Data Type	Size	Validation Rule	Required/Optional
First Name	String	32 chars	Can only contain letters	Required
Last Name	String	32 chars	Can only contain letters and dash	Required
Email	String	255 chars	Should be unique with 255 max chars	Required
Cell phone	String	32 chars	Can only contain numbers and dash	Optional
Role	NA	NA	Choose from the dropdown	Required
Active Status	Boolean	NA	True or False	Optional
Password	String	64 chars	Should fulfill all the password requirements	Required

Edit an Existing User

Click on their name in all user list. You will be taken to a read only page of their user profile.

To Edit their Profile Information - Click "Actions" - "Edit".

The following fields are available on the user edit screen:

• Organization
• Projects
• First Name
• Last Name
• Display Name
• Email Address
• Cell Phone
• Alt Phone
• Active Profile Flag
• Roles
• Default Country
• Default Language
• Default Time Zone
• Instruments

Required fields are marked with a red asterisk*. Click save when finished editing. To Reset their Password - Click "Reset Password". Enter the new password in both the fields and change password.

Project Management

Project Creation

• Login as Org Administrator
• Under Administration, click Project Management
• After you click on Project Management, you will see list of all Projects

The Project list screen provides the information related to the project such as its Name, Description, Manager, Start Date, Status and whether it is Public or not.

• On the Project Management Page, click on Actions, then Create
• Enter the information on the New Project creation page (required fields are marked with a red asterisk*) *The public option enables the public to view the project *
• Adding Users to a Project
  The Org Admin will be able to add users to specific projects through 'Assigned Users' field. From the dropdown box, the OrgAdmin adds users to the project and clicks save option.

Below are some fields with some validation rule

Attributes	Data Type	Size	Validation Rule	Required/Optional
Name	String	255 chars	Can only contain letters and numbers, min:3 and max:255 chars	Required
Description	String	255 chars	Can contain minimum 3 chars and 255 max chars	Required
Status Id	Numeric	32 chars	Can only contain numbers	Required
Start Date	Date	NA	Can only contain date	Required
Manager Id	Numeric	32 chars	Can only contain numbers	Required
Geo latitude	Numeric	32 chars	Can only contain numeric value	Required
Geo Longitude	Numeric	32 chars	Can only contain numeric value	Required
Slack Channel	Alphanumeric	32 chars	Can only contain numbers and letters	Optional
Latest MCC Date	Date	NA	Can only contain date	Optional
Public	Boolean	NA	True or False	Optional
Allow users To create Accessions	Boolean	NA	True or False	Optional
Isotope Analysis	Boolean	NA	True or False	Optional
Zones Autocomplete	Boolean	NA	True or False	Optional

Edit Project

• After the creation of a Project and adding Users to a Project, the Org Admin can edit the Project. On the Project Management page, click on Actions, then Edit

• Edit the needed information on the Project page, and click save

Accession Management

Creating Accession

• Login as Org Administrator
• Under Administration, click Accession Management
• After you click on Accession Management, you will see list of all Projects along with Key, Accession number, Provenance 1 and Provenance 2 fields.
• On the Accession Management page, click on actions, and then click create
• On the create accession page, the Org Admin can choose a specific project from the drop down option to assign the accession details.

On the create accessions page, enter the required information (required fields are marked with a red asterisk) for a particular project and click save. After clicking save, the Org Admin will be redirected to the page displaying accession details associated with a specific project.

Below are some fields with some validation rule

Attributes	Data Type	Size	Validation Rule	Required/Optional
Number	String	32 chars	Can only contain letters, numbers, dash and space	Required
Provenance 1	String	32 chars	Can only contain letters, numbers, dash and space	Optional
Provenance 2	String	32 chars	Can only contain letters, numbers, dash and space	Optional

Edit Accession

• After the creation of a Accession, the Org Admin can edit the Accession. On the Accession list page, click on Actions, then Edit

• Edit the needed information on the Accession edit page, and click save

Instrument Management

Creating Instrument

• Login as Org Administrator
• Under Administration, click Instrument Management
• After you click on Instrument Management, you will see list of all Instruments with Code, Module, Category, Reference and Assigned Users fields.
• On the Instrument Management page, click on Actions and then click Create.
• On the create Instrument page, enter the required information and click save (required fields are marked with a red asterisk*)

Attributes	Data Type	Size	Validation Rule	Required/Optional
Code	String	255 chars	Can have max 255 chars	Required
Category	String	255 chars	Can have max 255 chars	Required
Module	String	255 chars	Can have max 255 chars	Required
Reference	String	255 chars	Can have max 255 chars	Optional
Assigned Users	NA	NA	Can choose from the options available	Optional

The Org Admin will also be able to edit the users associated with the instrument by clicking the dropdown "Assigned Users"

Edit Instrument

• After the creation of a Instrument, the Org Admin can edit the Instrument. On the Instrument Management page, click on Actions, then Edit

• Edit the needed information on the page, and click save

Haplogroup Management

Creating Haplogroup

• Login as Org Administrator
• Under Administration, click Haplogroup Management
• After you click on Haplogroup Management, you will see list of all Haplogroups with their columns such as Type, Letter, Subgroup and Ancestry.
• On the Haplogroup Management page, click on Actions and then click Create.
• On the create Haplogroup page, enter the required information and click save (required fields are marked with a red asterisk*)

Below are some fields with some validation rule

Attributes	Data Type	Size	Validation Rule	Required/Optional
Type	NA	NA	Can choose from the option available	Required
Letter	String	1 char	Can only contain one character from A-Z	Required
Subgroup	String	32 chars	No specified rule	Optional
Ancestry	NA	NA	Can choose from the option available	Optional

Edit Haplogroup

• After the creation of a Haplogroup, the Org Admin can edit the Haplogroup. On the Haplogroup Management page, click on Actions, then Edit

• Edit the needed information on the page, and click save

Manager

Manager is one of the Users. Below image shows the screen of Manager. The left side bar includes the various modules of the CoRA web application that the Manager can select. It consists of Dashboard, Specimens, DNA and Isotope

Anthropologist

Anthropologist is one of the Users. Below image shows the screen of Anthropologist. The left side bar includes the various modules of the CoRA web application that the Anthropologist can select. It consists of Dashboard, Specimens and DNA

Anthropologist Lead

Anthropologist Lead is one of the Users. Below image shows the screen of Anthropologist Lead. The left side bar includes the various modules of the CoRA web application that the Anthropologist Lead can select. It consists of Dashboard, Specimens and DNA

DNA Analyst

DNA Analyst is one of the Users. Below image shows the screen of DNA Analyst. The left side bar includes the various modules of the CoRA web application that the DNA Analyst can select. It consists of Dashboard, Specimens and DNA

Isotope Analyst

Isotope Analyst is one of the Users. Below image shows the screen of Isotope Analyst. The left side bar includes the various modules of the CoRA web application that the Isotope Analyst can select. It consists of Dashboard, Specimens and Isotope

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Last update: 2023-12-02
Created: 2020-03-04