Permission Set

The Permission Set module is where you provide a contact with access to Projects. You can also edit the Data Access Scope and Project Role(s) of the contact.

The Permission Set record will be read only if the record is prior to the Current Permission Set or if the record has been used to Login by the Project Contact User and the current date is greater than the First Login Date.

For Project Team and Site Team Members, all of the Primary, Current, and Future Address, Phone, Fax, and Email records from the Global Contact will be added to the Included in Project section.

For Site Staff, all of the Primary, Current, and Future Address, Phone, Fax, and Email records from the Global Contact will be added to the Included in Project section if they are linked to the same Institution as the Site Institution.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Permission Set Accessed through Global Contacts by clicking

From the Project dropdown list, select the Project that the contact should have added to their record.
Click for the Permission Set module to expand. You can make changes to the editable fields if necessary.
Click again to open the Communication tab as well as the Project Team, Custom Fields, and Attachments tabs.

Field	Description
Project	The Project field is read only and displays the name of the selected Project. This field is hidden when editing an existing record.
Name	The Name field is read only and displays the name of the selected Global Contact.
Action	The Action field is read only and states Add to Project.
From Date	This field is required and defaults to today's date. The date cannot be prior to the maximum date of the From Date, Thru Date, or Last Login Date.
Comment	The Comment field is available to add comments and can hold up to 200 characters.
Data Access Scope	This field is required and will default to the value of the Default Data Access Scope associated with the current value of the Role field. The options for this field are Full, Mixed, Restricted, and Read Only. Full: Full access to and Notifications for all countries and sites Mixed: Full access to Selected Countries and Sites and Read Only to others Restricted: Full access to Selected Countries and Sites and No Access to others Read Only: Read only to all countries and sites
Project Role	The Project Role is a required field and the choices for the dropdown list will be limited to the list of active Project Roles. It defaults to the role assigned to the selected Global Contact in the Primary Role field on the Contact tab.

Permission Set Accessed from Change Permissions and Global Contact Browse Module

The Permission Set module is where you provide a contact with access to Projects and where you can make them more or less restrictive as needed. You can also edit the Data Access Scope and Project Role of the contact in this module. Additionally, if the Data Access Scope is set to Full, Mixed or Restricted, you can assign specific permissions to Countries and Assign Sites.

To edit the Data Access Scope, click the button to open the Permission Set Scope module.
To add a Project Role, click to open the Project Role module.
To edit a Project Role, click the button to open the Project Role module.
To remove a Project Role, click to open the Project Role module and add the new role. Then, return to this module and click the button next to the role that is no longer current and click the button, which returns you to this module.
To Add or Remove Notifications, click next to the desired role to open the Project Role module and place checks in the appropriate boxes. Make sure that there is a valid email address for the contact.

Permission Set for Project Role

Permission Set for Site Role

Permission Set Accessed from Global Contact Browse Module

Click to open and edit if necessary the Communication tab as well as the Project Team, Custom Fields, and Attachments tabs.

Field	Description
Action	The Action field is read only and displays Change Permissions/Roles.
From Date	The From Date field is required. If you selected EDIT, then the From Date will reflect the last From Date for the Permission Set. If you select ADD or Remove, the From Date will display the date entered in the Date of Change field in the Change Permissions module.
Temporary Change	If you place a check in the check box, the Thru Date field will open providing you with the ability to add a date when the permissions will be restored back to the Current Permission Set. This box is hidden when adding a permission set record.
Thru Date	This field is visible when the Temporary Change field is checked and when adding a new Permission Set for a new Global Contact. If this field is visible, then it is required. The date must be on/after the From Date. Future dates are allowed and cannot be after the From Date of the next sequential active Permission Set.
Reason for Change	The Reason for Change field is required and is limited to 200 characters. It will display what was entered in the Reason for Change field in the Change Permissions module.
Data Access Scope	The Data Access Scope field displays the data access currently assigned to the user. You can edit the Data Access Scope by clicking the to open the Permission Set Scope module. The available choices are: None Full Mixed Read Only Restricted This field will be hidden when editing an existing Permission Set record.
Project Roles	The Project Roles list displays the roles assigned to the current user. You can add, edit, or remove the Project Roles by clicking the to open the Project Role module. In this module, you also can add or remove permission for the contact to receive notifications for events and reports. This field is restricted to the list of active roles for the contact type of the contact. It will be hidden when editing an existing Permission Set record. It will be visible when the Contact Type is equal to Project and if visible, is required.
Site Roles	The Site Roles list displays the roles assigned to the current user. You can add, edit, or remove the Project Roles by clicking the to open the Site Role module. In this module, you also can add or remove permission for the contact to receive notifications for events and reports. This field is restricted to the list of active Site Roles. It will be hidden when editing an existing Permission Set record. It will be visible when the Contact Type is equal to Site and if visible, is required.