1 Changes
2 Roles
3 User Guide for Project Admin
- 3.1 Quick Start
- 3.2 Managing Organizations
  - 3.2.1 View the list of Organizations
  - 3.2.2 View Organization’s details
- 3.3 Managing Projects (Studies)
  - 3.3.1 View the list of Projects
  - 3.3.2 View a Project’s details
- 3.4 Managing Users
  - 3.4.1 View, Add, and remove users to a project
- 3.5 Managing Groups
  - 3.5.1 View the list of Groups
  - 3.5.2 Create a new Group
  - 3.5.3 Delete a Group
- 3.6 Managing Sources (Data Sources)
  - 3.6.1 View the list of Sources
  - 3.6.2 Create a new Source
  - 3.6.3 Edit a Source
  - 3.6.4 Delete a source
- 3.7 Managing Subjects (Participants)
  - 3.7.1 View the list of Subjects
  - 3.7.2 Sort and Filter
  - 3.7.3 Create a new Subject
  - 3.7.4 Edit a Subject
  - 3.7.5 Delete or Discontinue a subject
  - 3.7.6 Assign multiple Subjects to a Group
- 3.8 Onboarding participants to use RADAR-base apps
  - 3.8.1 Pair app
  - 3.8.2 Pair source
4 User Guide for Organization Admin
- 4.1 Quick Start
- 4.2 Managing Organizations
  - 4.2.1 Edit an Organization
  - 4.2.2 View Organization’s details
- 4.3 Managing users
  - 4.3.1 View, Add, and remove users to an organization
- 4.4 Managing Projects (Studies)
  - 4.4.1 View the list of Projects
  - 4.4.2 Create a project
  - 4.4.3 Edit a project
  - 4.4.4 Delete a project
5 User Guide for System Admin
- 5.1 Quick Start
- 5.2 Managing Users
  - 5.2.1 View the list of Users
  - 5.2.2 Create a user
  - 5.2.3 Edit a user
  - 5.2.4 Delete a user
  - 5.2.5 Resend activation link
- 5.3 Managing Organizations
  - 5.3.1 View the list of Organizations
  - 5.3.2 Create a new Organization
  - 5.3.3 Edit an Organization
  - 5.3.4 Delete an Organization
  - 5.3.5 View an Organization’s details
- 5.4 Managing Source Data
  - 5.4.1 View the list of Source Data
  - 5.4.2 Create a Source Data
  - 5.4.3 Edit a Source Data
  - 5.4.4 Delete a Source Data
- 5.5 Managing Source Types
  - 5.5.1 View the list of Source Types
  - 5.5.2 Create a Source Type
  - 5.5.3 Edit a Source Type
  - 5.5.4 Delete a Source Type
- 5.6 Managing OAuth Clients
  - 5.6.1 View the list of OAuth Clients
  - 5.6.2 Create an OAuth Client
  - 5.6.3 Edit an OAuth Client
  - 5.6.4 Delete an OAuth Client
- 5.7 View Metrics
- 5.8 View Health
- 5.9 View Audits
- 5.10 View Revisions
- 5.11 View Logs

Changes

ManagementPortal 2.0 is not fundamentally different from the original version — the old concepts are still relevant — but it brings improvements to the UI, and introduces a new level of hierarchy in the study setup: organizations. Projects, previously independent, now can be grouped per organization to make collaboration convenient no matter how many parties use the same RADAR-base instance.

You can check out the guide for the previous MP version.

Roles

Role	Scope	Description
ROLE_SYSTEM_ADMIN	Global	A user with a System Admin role (ROLE_SYS_ADMIN) can create organizations, projects, and users. Can access and manage all organizations, projects, and resources attached to the organization and project. Can create/edit/delete subjects (participants) in any project. Can access and manage OAuth Clients. Can access and manage Source Data. Can access and manage Source Types. Can access Audits, Logs, System Health, and Metrics.
ROLE_ORGANIZATION_ADMIN	Organization specific	A user with an Organization Admin role (ROLE_ORGANIZATION_ADMIN) can access organizations that are related to their role. Can create projects in the organization. Can create/edit/delete subjects (participants) in any project inside the organization. Can edit properties of the organization. Can assign or remove data sources to participants in any project inside the organization. e.g., apps, and devices.
ROLE_PROJECT_ADMIN	Project specific	A user with a Project Admin role (ROLE_PROJECT_ADMIN) can access a project that is related to their role. Can create/edit/delete subjects (participants) in the project. Can edit properties of the project. Can assign or remove data sources to subjects (participants) in the project. e.g. apps, and devices.
ROLE_PARTICIPANT	Project specific	Can send data from assigned (data) sources. All active subjects (participants) created in ManagementPortal have a Participant role (ROLE_PARTICIPANT). Users with PARTICIPANT roles cannot log in to ManagementPortal.
ROLE_INACTIVE_PARTICIPANT	Project specific	This role will be assigned to deactivated subjects (participants) in a project. Their ability to send data will be deactivated once their last access token expires.

The ManagementPortal user interface supports only ROLE_SYS_ADMIN, ROLE_ORGANZIATION_ADMIN, and ROLE_PROJECT_ADMIN.

The ROLE_PARTICIPANT and ROLE_INACTIVE_PARTICIPANT are supported by ManagementPortal, but these user types do not interact directly with the portal application.

User Guide for Project Admin

Sign in with a Project Admin (ROLE_PROJECT_ADMIN) account.

Quick Start

Your System Admin or Organization Admin created a project and assigned you as a Project Admin to this project.

Select your Organization
Select your Project
1. Check the Source Types in your Project, to be sure all the required Source Types are added.
Create a Subject
If the Subject will use pRMT or aRMT apps
1. Click Pair App for the Subject.
2. Select the App and Generate a QR Code.
3. Send the QR Code to the Subject and ask her/him to log in to the app with the QR Code.
If the Subject will use other sources (e.g. Empatica)
1. Create a new Source with a unique name and desired source type.
2. Click Pair Source for the Subject
3. Add the created Source to the list of assigned sources.

Managing Organizations

View the list of Organizations

You can either visit the home page and click View on one of the tiles or, from any page, pick an organization under the Organizations menu.