How to create users and groups in Mbook

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This tutorial gives you a description of how Mbook is structured for the different user roles and privileges:

The user roles

Mbook recognizes that laboratories can have complex work structures and therefore allows for different user roles, with access to different functions and different data.

 

Once again we would like to remind you that before you start creating users and groups we strongly recommend you to read below the description of the four types of users within Mbook ELN.

Please note that understanding the differences between an Admin and a Group Manager will be very important for this preliminary configuration step.

Adding users and groups

ADMIN -How to create a user?

As we mentioned, an Admin user will only be able to see the ‘People’ tab to create and organize users and groups as an initial stage.

The Admin must create the first user by clicking on the ‘Add User’ button.

From here, the administrator needs to enter a username (with a valid email address), password, role, etc… The administrator can select a group (if there is any existing one) for the new user:

Once you are done, the People panel should display something similar to the example below:

The Prefix field will be used to automatically generate the experiments codes created by the user.

 

 

Once you have added some users you can create new groups. As a Manager you will be able to add certain users to a group.

GROUP MANAGER – How to create a Group?

A Group Manager can also create users and groups among other duties. As you can see in the screenshot below, the Group Manager has got more tabs available.

Then you can create users (as we described above for the admin role):

From here, the Group Manager needs to enter a username (with a valid email address), password, role, first and last names and a prefix. The Group Manager will be able to select a group (if there is any existing one) for the new user:

The Prefix field will be used to automatically generate the experiments codes created by the user

Please note that a Group Manager can also give access to a user to privileges such as being a Experiment witness, an Inventory Manager or a Structure Manager. (This is something an Admin user cannot do!)

 

 

ADMIN – How to create a Group?

 The Administrator can create a group, just by clicking on the applicable button:

Either as an Admin or a Group Manager you can easily control how to create users and groups. This builds a hierarchical structure and provides different privileges to your team members.

Fill in the form provided to add any existing managers and users.

Once you have created some groups, you will find the list of them on the left hand side. You can click on any of them to see the users associated to a particular group.

New users can be added to any existing group, just by highlighting the group (or any  existing  user  in the group) and clicking on the ‘Add User’ button:

Users can be associated or dissociated to groups and projects. In case of a previous user, the rest of the group’s users will be able to explore the data created for that expired user (whose name will appear in italic under the navigation tree).

GROUP MANAGER – How to create a Group?

The Group Manager can create a group, just by clicking on the applicable button:

Fill in the form provide and add any existing managers and users.

Once you have created some groups, you will find the list of them on the left hand side. You can click on any of them to see the users associated to a particular group as we saw for the Admin user above.

New users can be added to any existing group, just by highlighting the group (or any  existing  user  in the group) and clicking on the ‘Add User’ button:

Users can be associated or dissociated with groups and projects. In case of a previous user, the rest of  the group users will be able to explore the data created for that expired user (whose name will appear in italic under the navigation tree).

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