Users and permissions
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      How To Manage User Roles at Every Level

      You can customize user access permissions at the Project level, Experiment level, and Task level in SciNote.

      To manage user access roles at the Project level: 

      1. Click on the "+" sign next to the project members (Access column from the Projects table)
        1. Managing SciNote Project Access
      2. Navigate to the user you want to change and click on current user role
        1. *To grant new project access to an individual user or a set a default user role for all members of the Team, start typing in the 'Search members' bar at the top of the manager access window. The user must be active in SciNote and added to the current Team to gain project access.
        2. SciNote Project Grant New Access
      3. A dropdown will appear; select the new access role 
      4. Close out the "Manage access for [Project Name]" pop-out

      project_access

      Access Roles set at the Project level automatically flow down to the Experiments and Tasks within that Project unless specifically changed.

      • E.g., if you're an 'Owner' at the Project level, you are 'Owner' for the Experiments and Tasks in that Project by default. If you don't need to have 'Owner' rights for all Experiments in the Project, you can change the inherited access role to lower permissions for individual Experiments or Tasks, like 'User' or 'Viewer'. 

      Organization and Team Administrators can change roles at the project level as long as they already have access to the Team where the Project is stored

      To manage access roles at the Experiment level: 

      1. Navigate to the experiment card within a project and click on the three dots in the top right corner
      2. Click on "Experiment access"
      3. Navigate to the user you want to change and click current user role
      4. A dropdown will appear; choose the new role 
      5. After changing the experiment role, the window will update with the new role and the location it was granted.
      6. Close out the "Manage access for [Experiment Name]" pop-out

      Only Project Owners can change roles at the experiment and task level

      To manage access roles at the Task level:

      1.  When on the protocol screen, click on the information icon  next to "Details"
      2. Click on "View task access"
      3. Navigate to the user you want to change and click current user role
      4. A dropdown will appear; choose the new role 
      5. After changing the task role, the window will update with the new role and the location it was granted
      6. Close out the "Manage access for [Task Name]" pop-out

        Changing task member roles

        If you have any additional questions, please do not hesitate to contact us at support@scinote.net. For more info about the Premium plans, request a quote.