Management of UNITY Platform Users and Permissions

Aim

The aim of this article is to describe how to manage user accounts in the UNITY Platform.

Note: Only users with the permission “User Administration” are allowed to manage user configurations in the UNITY Platform.

Procedure

1. Creating a new user account

There are two possible ways of creating a new user account. A new user account can either be created through:

1. The login page of the UNITY platform

2. Through the “User Administration” subsection of the UNITY platform by a user with the appropriate user permission.

1.1 Registration through the login page of the UNITY platform

Users can create their own user account by entering their email address as well as contact information on the registration page of the UNITY platform.

Step 1: The login page can be reached by using the following link: https://unity.raylytic.com.

Step 2: By clicking on the link “New User? Register” underneath the button “Sign In”, the user will be redirected to the registration page. Here, required contact information incuding the email address have to be entered.

Step 3: By clicking the button “Register” the registration will be send.

General Information: A new user cannot directly login to the UNITY Platform as the created account still needs to be configured and approved by RAYLYTIC staff members. RAYLYTIC staff members will configure this user according to the sponsor’s instructions contained in the study protocol or as per written request (email). Afterwards an email regarding the activation of the user account will be send to inform the user.

1.2 Creating a user account for another user

Users who posess the “User Administration” permission can create and configure user accounts for other study members. Once these users are created, an email has to be triggered for the new user to create his/ her own password. Involvement of RAYLYTIC staff members is not required.

2. Configuring and approving a new user

Configuring and approving a new user account can be done by users who possess the “User Administration” permission. These users can edit the role of new/ other users and grant further permissions as well as additional access to studies to them.

2.1 User roles and permissions

There are two possible configurable roles in the UNITY Platform:

1. Site user: This role is suitable for users who enter patient related data such as images and/ or questionnaires

2. Sponsor user: This role is suitable for users who are responsible for monitoring activities in the study

For each role, the applicable permissions are chosen from a dropdown list. For more information regarding user permissions please visit the related article: User roles and permissions.

3. Password resetting

There are 2 possible ways of resetting the password of a user in the UNITY Platform:

1. Through the login page

2. Through another user with the “User Administration” permission who can trigger an automatic email with the request to reset the password

3.1 Resetting my own password through the login page

Each user who is registered in the UNITY Platform can reset his/her own password through the login page. This does neither require action from Raylytic staff members nor from other users. Navigate to the login page of the UNITY platform, enter your email address and click on “Forgot Password?”.

Afterwards you will receive an email with with a link to change the password. Please note: The link will expire within 3 days.

3.2 Resetting the password from another user

Users with the “User Administration” permission can trigger an automatic email that allows users to redefine their passwords. To do this, one has to click on the blue button with the symbols for letter and key above the user name in the user administration. After confirming the message at the top of the screen with “OK”, the corresponding user will receive an email to change his password.

3.3 Resetting the email address from another user

Users with the “User Administration” permission that are responsible for managing other user accounts in one or more studies can reset the email address of one user in case his/her e-mail address has changed. For this purpose, the user has to click on the blue button showing the pencil icon and the @ sign above the email adress currently defined. The new email address can now be entered in the upcoming window. By clicking on “Send Verification Mail to User”, the user receives an email to confirm the new address.

Updated on 13 Sep 2023