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Friday
Jun122015

How to Set Permissions for Lab Accounts

This guide explains how a Lab Account Owner (Primary Contact), or authorized user, can set permissions for additional users to allow access to the expanded features of the CTS Portal Lab Account.

[View PDF version of this Guide]

The Lab Account Owner (Primary Contact) can choose to share access to the expanded portal features through the setting of user specific permissions. The permissions available to be set are broken down into the following sections:

Lab Account Permissions – Set additional authorized users to manage the Lab Account 

Data Entry Module Permissions – Provide access to the Data Entry Library and preloaded testing codes

Report Module Permissions – Provide access to the Individual Report Library 

Enrollment Module Permissions – Provide access to Test Status and Order History 

 

Lab Account Permissions

The lab account permissions section allows only the Lab Account Owner (Primary Contact) to set permissions for the management of the lab account. This will allow an authorized user to be able to invite other users to the lab account and set permissions for all users.

To set the permissions, click on "Lab Account Management” to open the management page.  Then click on "Lab Account Permissions" under the Account Management section. 

The Lab Account Permissions page will open.  Use the drop down list to select a specific user to add to the permissions list and click "Add to List".  You can add all users to the permissions list by clicking on "Add All Users".  Once the user or users have been added to the list, click on the box under the specific permission to activate that permission for each user.  

To remove a user from the permissions list and remove all permissions, click the box in the last column for that user.

Click the "Apply” button to save any changes to the permissions.

Note:  If you select the box under the column heading, it will add a check mark and activate the permission for all users.

Data Entry Module Permissions

The data entry module permissions allows the Lab Account Owner (Primary Contact), or authorized user, to set the rules for claiming Data Entry and permission to access the Data Entry Library and preloaded Participant Codes and WebCodes for your laboratory’s specific tests.

To set the permissions, click on "Lab Account Management” to open the management page.  Then click on "Data Entry Module Permissions" in the Account Management section. 

The Data Entry Module Permissions page will open, which is split into two sections.

On the top portion, you can choose the rules for claiming data entry, the default settings are shown below.  The first setting allows tests to be claimed by users for data entry through use of the Participant Code and Webcode provided by CTS, located on the supplied Data Sheets for most tests.  If you select “No”, tests can only be claimed or assigned by users who have access to the preloaded codes.  

The second setting will let you choose whether you want to receive an e-mail notification whenever a new user has been added to the lab account by claiming a test for data entry. Click on the circle next to the appropriate selection. 

On the bottom portion, use the drop down list to select a specific user to add to the permissions list and click "Add to List".  You can add all users to the permissions list by clicking on "Add All Users". 

Once the user or users have been added to the list, you can choose whether a user can view the lab account data entry library for all disciplines or for specific forensic disciplines.  Only one of the two columns can be selected per user.  To allow a user to view all disciplines, click the box located in the "View Lab Account Data Entry Library" column for the specific user.  

Forensic participants can also choose to allow a user to view only specific disciplines, click on "Add a discipline" in the "View Only Specific Discipline Data" column for the specific user.  You can add as many specific disciplines as appropriate.

To allow the user access to preloaded codes for claiming or assigning tests, click the box in the "Access to preloaded codes for assigning tests" column for each specific user.

To remove a user from the permissions list and remove all permissions, click the box in the last column for that user.

Click the "Apply” button to save any changes to the permissions.

Note:  If you select the box in the column heading, it will add a check mark and activate the permission for all users.

 

Report Module Permissions

The report module permissions allows the Lab Account Owner (Primary Contact), or authorized user, to set the permissions to access the Individual Report Library.

To set the permissions, click on "Lab Account Management" to open the management page.  Then click on "Report Module Permissions" in the Account Management section. 

The Report Module Permissions page will open.  Use the drop down list to select a specific user to add to the permissions list and click "Add to List".  You can add all users to the permissions list by clicking on "Add All Users". 

Once the user or users have been added to the list, you can set preferences to allow a user to view all reports, or view only his or her own reports. Permission to view the reports also allows the user to print/download the report through their internet browser. Only one of the three columns can be selected per user. 

Forensics participants can also choose to allow viewing of reports for all disciplines or specific reports under added disciplines. Click on "Add a discipline" to add specific disciplines. You can add as many disciplines as needed.

Click the box in the "Request Bulk Report PDFs" column to turn this permission on or off. This permission allows a user to request an e-mail of multiple Individual Reports sent as a .zip file attachment. This permission does not affect the viewing permissions described above. 

To remove a user from the permissions list and remove all permissions, click the box in the last column for that user.

Click the "Apply” button to save any changes to the permissions.

Note:  If you select the box in the column heading, it will add a check mark and activate the permission for all users.  

Enrollment Module Permissions

The enrollment module permissions allows the Lab Account Owner (Primary Contact), or authorized user, to set the permissions to access the Order History and Test Status information for the lab account.

To set the permissions, click on "Lab Account Management" to open the management page.  Then click on "Enrollment Module Permissions" in the Account Management section. 

The Enrollment Module Permissions page will open.  Use the drop down list to select a specific user to add to the permissions list and click "Add to List".  You can add all users to the permissions list by clicking on "Add All Users". 

Once the user or users have been added to the list, you can set the user’s access to the Order History or Test Status by clicking the appropriate box for each specific user.

To remove a user from the permissions list and remove all permissions, click the box in the last column for that user.

Click the "Apply” button to save any changes to the permissions.

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