The members section displays all current repository members along with their roles and site affiliations. The permissions assigned to each role dictate the level of access that each member has within the repository.
Objectives
Understand the criteria for determining who should be a repository member and have access to repository features. Learn how to effectively add, configure, and edit a member within the repository.
Repository Membership
A person should be a repository member only if they require any of the below permissions.
Having the ability to view, edit, delete, or approve:
- The repository itself
- Repository member
- Role
- Site
- Form
- Tool
- Audit log
For all projects within the repository, having the ability to view, edit, delete or approve
- Project
- Pipeline
- Member
- Result
- Subject
- Event
- Project site
- Audit log
👉 If the member only is completing tasks from the task list, it's recommended to add them as a project member with permissions on a project level rather than a repository member with repository level permissions.
👉 The repository permissions apply to all projects within the repository and take precedence over project permissions.
Adding Repository Member(s)
You have the option to invite members with either an existing CMRAD account or without one. Click on the "Add repository member" button and enter the user's name, or alternatively, input their email address.
If the member already has an account, assign a role and optionally select one or more sites for them.
Adding an existing user to the repository
When inviting a member via email, an "Invite" button will appear, prompting you to enter their Name, Last Name, assign a role, and optionally select one or more sites.
Inviting a new member
Multiple members can be added at the same time by pressing the "Add another member" button.
The member will initially be in a pending approval state and need to be approved by a member with sufficient permissions.
Activate account
When invited from the repository or project and approved, the member receives an email where they are asked to activate their account with us:
At the same time they will also get an email inviting them to the specific repository and/or project (see example below):
Firstly, they will have to register/activate their account, and in that process, they will be asked to input a password. When that is done, they will access the project directly using the link in the second email.
Actions
Edit member: change the role or change/add/remove site(s) but its changes will require another approval. The changes to be approved to the role or associated site/s can be seen in the members table but are not effective until the approval is done.
De-activate/activate member: the member can be de-activated from the repository at any time by another repository member with Member Approval permission. This can be done by pressing the "De-activate member" button in the member actions. When a member is in de-activated status can be activated again by pressing the "Activate member"button
Re-send invitation: the email invitation and link to the project can be re-sent at any time by pressing the "Re-send invitation" button in the member actions
Copy Invitation link: Allows you to copy the invitation link to the clipboard, enabling you to share it through various means such as email.
Delete member A member can be removed from the project prior to being approved, by a member with delete member permissions
Approving a member: Before a new member is added or any changes to existing members' roles/sites are made, approval from a repository member with the appropriate permissions is required.
👉 Once a member has been approved, they cannot be removed from the project. Instead, you can de-activate them using the deactivation function.
Filter
For a more effective member management, remember also that the filter section in the right can be used to filter out project members according to their status.
