Users, Teams and Permissions

Configure users and permissions in MLM-AI

Users and Teams Management

Administrators or users with User Management privileges can manipulate teams and users. From the User Management menu, use the Teams and Users tabs to create, modify or deactivate users and teams:

Adding Users

Selecting the Users tab, then "Add User" opens the user creation page.

• The user email address is also its login ID

• Administrators can toggle the "Require password reset" when creating a user for the first time, in order to force password change

• Select teams to assign to the user. Multiple teams can be chosen.

Creating users

Team Permissions

In MLM-AI, teams are containers for permissions. Users are assigned teams who in turn gives access to the specific product functionality.

There are two ways users are granted permissions to MLM-AI functionality:

• By being added to a team configured with one or more application-level permissions

• By being added to a team who is then assigned to a monitor

Lets look at each of these in turn:

Application-level Permissions

Users are granted role-based permissions according to the teams they are added to. These permissions can be selected from the Teams configuration page:

The following permissions can be configured to a team:

Permission/Role	Permissions granted
System Administrator	Full access to all of MLM-AI functionality.
User and team management	Create and modify teams and users.
Monitor management	Create and modify Monitors.
Reviews Supervisor (ALL monitors)	Can manipulate any reviews for any monitors: change status, submit, upload, add screening decisions.
Review upload (ANY assigned monitor)	Can create upload reviews for any assigned monitor.
Reports Management	Submit and schedule reports.
Review submit ad-hoc (ANY assigned monitor)	Can submit on demand reviews for any assigned monitor.
Data export (ANY assigned monitor)	Can export contents of reviews (Excel, etc) for external processing.
Work assignment	Ability to assign/unassign abstracts when the Work Assignment feature is enabled.

Making a team inactive will disable any permissions granted by this team.

Assign Teams to a Monitor

When a team is assigned to a Monitor, users in that team are granted access to review results from this Monitor, in order to complete screening activities.

This step is done in the Monitor screen, during Monitor configuration

Members of a team assigned to "Abstract Review" can:

• Access to search and inspect contents of the review results

• Save screening decisions when no decision yet exists (initial assessment), or update their own decision

• Users in this role can not update screening decisions from another user (except when Work Assignment is enabled - see below)

Members of a team assigned "Quality Review" role can:

• Access to search and inspect contents of the review results

• Save screening decisions to any article, whether or not they have been updated previously by another user

Work Assignment Mode

When the Work Assignment feature is enabled, the permissions of a user may be extended so that the user can complete a review:

• Ordinarily, a user in a team given the "Abstract Review" role is unable to update another user's decision.

• However, if the user is directly assigned the abstract, the user is granted permission to update that article. This permission is only valid for as long the user is assigned the article.