How To Set Up User Roles in SciNote

SciNote has two layers of user roles. The first layer consists of roles on the team level, and the second layer consists of roles on the project card level.

When a user is added to a team, the Team Administrator assigns the user a role. When a user is a part of the team, the user can create a project or be added to a project card by the project owner.

On the Team level, there are three user roles:

  • The Owner can manage the team's members and see all its projects. This means the team administrator can easily change the role of the team members or remove them from the team.
  • The User can create, edit, and archive the team's projects, inventory items, protocols, and reports.
  • The Viewer is only allowed to view the inventories, protocols, reports, and projects they are invited to or what is shared with the entire team.

To manage members on the Team level:

  1. Navigate to Settings on the left taskbar.
  2. Click on the Members icon.
  3. Click on the 3 dots on the right corresponding to the person you are changing the role for.
  4. Select the role you wish to give to that person.

Roles Team level

The roles at the Team level are connected to the roles at the Project card level and the first can limit or allow privileges to the second.

On the Project card level, there are four user roles:

  • The Owner has full authority when it comes to managing the people and the data in the projects
  • The User has very similar rights as the Owner, but he/she cannot manage users. Furthermore, the User cannot archive a Project. They can archive an experiment, workflow, task, and result
  • The Technician can follow the protocol and complete its steps. He/She can also leave comments in a protocol step
  • The Viewer can only view the project's content.

To manage members on the Team level:

  1. Navigate to the Settings on the left taskbar
  2. Click on the Teams icon
  3. Select a Team by clicking on its name
  4. Click on the cogwheel on the right corresponding to the person you are changing the role for 
  5. Select the role you wish to give to that person

Roles Team level-1

Team Owners can add themselves as Owners to any project by clicking on the avatar icon on the selected project and clicking + Add me as owner.

For a more detailed overview of SciNote's user roles and permissions, please see this table. You can also watch a video tutorial on Project members and their roles below.

 
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