Configuring roles and permissions

Roles set by department, committee or project

Navigate to the organisation unit, committee, or other record using the navigation.
Haplo Research Manager home page
Haplo Research Manager home page
Committee list
Committee list
Committee record
Committee record

Click the Edit button.

Editing the committee record
Editing the committee record

Click the – button to remove roles, click the + button then type the user’s name to add a role. Then click Save.

Similarly, use the organisational structure navigation to find and edit roles at organisational units.

Organisational unit record
Organisational unit record
Editing the organisational unit record
Editing the organisational unit record

Roles set globally for the application

Click your name in the top right to show the main menu, then choose System management.

Main menu
Main menu

The options available to you in System management will depend on your permissions.

System management
System management

Click Groups, then the group name corresponding to the role.

Group information
Group information

Select the members of the group, which can be other groups and individual users, then click “Save changes”

Editing group members
Editing group members