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User is Both Administrator and Project Manager

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  • User is Both Administrator and Project Manager

    If you have two roles within ClinPlus CTMS, for instance, Administrator and Project Manager, you can have both sessions open at the same time. While you are logged in as one of those roles in Internet Explorer, go to the File menu and select “New Session.” This will open a new browser without the credentials of the old browser and you can login as the other role. This is a convenient way to have two different roles open at the same time.

    Alternatively, you can create a new project manager role with admin permissions, which would allow you to sign site visit reports, but notallow you to view, edit, or unlock the actual System Administrator user. To add this role:

    1. Under the Administration tab, click the pencil next to roles and click Add New. Enter all fields. You can enter a different Role Name and Code.

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    2. Click Save and click the Security tab. Click the box above the Admin column, which will place checks in all of the Admin features and place a check in the Export check boxes next to Global Audit Trail and Project Audit Trail. Click save. Click the Return button.

    3. Click the pencil next to System Configuration. Select Site Visit Reports for the Configuration Group. Click the pencil next to Site Visit Report Reviewer Roles. Make sure there is a check in the Override box. In the Override Value, check the new role that you created. Click save.

    4. Follow step 3 for Site Visit Report Process Roles.

    5. Go to the Home tab, Global Contacts menu item, click the pencil next to your name. Change your role to this new role under the contact tab.
    Last edited by Ronni Rubenstein; 06-17-2015, 11:07 AM. Reason: add alternative