User Management
The User Management configuration screen allows for viewing and managing users, clients, and accounts.
User Management Configuration Screen
Users are the individuals who have access to the Clarity LIMS interface. Because each step in Clarity LIMS is associated with a user, you can make use of user profiles to track the work moving through your lab. While users are associated with the steps they perform as part of a project, they are not directly associated with that project—unless they are assigned as the project client.
Clients are directly associated with projects in Clarity LIMS. When you create a project, you must associate it with a client. Clients differ from users in that they are not able to log in and access the Clarity LIMS web interface. They are typically external collaborators or customers who submit samples to the lab.
Accounts must be directly associated with projects, users, and clients that are created in Clarity LIMS.
NOTE: Viewing user/client/account details, and adding, modifying, and deleting users/clients/accounts are role-based permissions. For more information, see Configured Role-Based Permissions.
Add and Manage Users and Clients
This section describes how to add and manage users and clients in Clarity LIMS.
When creating users, keep the following in mind:
The username must be unique among active users in the system. This is validated when you save the user details.
If the username is already associated with an existing user, an error message displays and you are not be able to save the new user profile.
All users must provide their email address and reset their password upon upgrading their software to v5.4 (or later).
Add a User
From User Management, select the Users tab.
Select inside the Role field to display a drop-down list of roles:
Select the role to assign to this user.
To remove a role from this field, select the X to the left of the role name.
[Optional] Enter a title, phone number, and fax number for the user.
Select Save.
An invitation email is automatically sent to the user. This email includes the login screen URL and information on how to set the login password. You may resend the login instructions email at any time (see Modify User Details).
The user displays in the Users list.
[Optional] By default, the status of a new user is set to Active, which means that they can log in to Clarity LIMS. To temporarily prevent a user from logging in, change this setting by selecting Archived. (See also Manage User Access)
Modify User Details
From User Management, select the Users tab.
Select the user to modify.
In the User Details area, modify the details as required. If you change the username, a password reset email is sent automatically to the user.
Select Login and Password to access the following options:
Send login instructions—Choose this option to re-send the user the login screen URL and information on how to set their login password.
Reset password—Choose this option to send the user a link that allows them to reset their login password (see Manage User Access).
Select Save.
Delete a User
From User Management, select the Users tab.
Select the user to delete.
In the User Details area, select Delete.
When deleting users, keep the following in mind:
You cannot delete a user if that user has logged in to Clarity LIMS.
You cannot delete a user if that user is associated with a project (eg, the user is the project client).
Deleting a user removes them from Clarity LIMS. You may instead prefer to archive the user or temporarily remove their access to the system. For details, see Manage User Access.
Add and Modify Clients
When adding new clients, each client must be a unique entry in the LIMS.
To add a client:
From User Management, select the Clients tab.
Select New Client.
In the Client Details area, complete the following required information:
Enter the first name and last name of the client.
Select inside the Account field and select the client account from the drop-down list.
Enter the client email address.
[Optional] Enter client title, phone number, and fax number.
Select Save.
The user displays in the Clients list, under their account name.
Delete a Clients
A client cannot be deleted if that client is associated with a project.
From User Management, select the Clients tab.
Select the client to delete.
In the Client Details area, select Delete.
Add and Manage Accounts
Accounts are the organizations with which a facility conducts business. In the Clarity LIMS Projects and Samples screen, select the existing account from the Account drop-down list to associate projects and samples with it.
To create a new account, type directly into the Account field.
For Clarity LIMS v6.2 and later, you can also create a new account through the Accounts section of the User Management tab that is under Configuration.
Add a New Account
From Configuration, select the User Management tab.
Select the Accounts tab.
In the Account Details area, select New Account.
Type a name for the account and complete any other applicable fields (eg, Billing Address).
Select Save.
Modify Account Details
From Configuration, select the User Management tab.
Select the Accounts tab.
In the Accounts list, select the account that you want to modify.
In the Account Details area, update the fields that need to be modified.
Select Save.
Delete an Account
From Configuration, select the User Management tab.
Select the Accounts tab.
In the Accounts list, select the account that you want to delete.
Select Delete.
You cannot delete an account that is associated with a user or project.
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