A SEND Explorer account must be created for each person authorized to use SEND Explorer. This account will be used to manage authentication into the application (unless Single Sign-On (SSO) is used) and authorization (permissions level) in the system.
Permission levels in SEND Explorer are listed below.
Standard User | Can use all data query, reporting, and visualization functions |
Super User | In addition to Standard User capabilities, can also create, save, and delete Shared Presets |
Data Steward | In addition to Super User capabilities, can also load, reload, and delete study data |
Administrator | In addition to Data Steward capabilities, can also create/manage user accounts, download the access log, configure application settings, and review system information |
Super Admin | In addition to Data Administrator capabilities, has access to review and update sensitive or protected application information such as database connection string, e-mail server password, website info, and if applicable, the contents of the Terms of Use page |
To create a new user, follow the steps below.
Click on the Admin link next to your user name in the upper right corner of the SEND Explorer window
A table with the list of current SEND Explorer users will display
Click on the Create User button
Enter in the following information:
Email
First Name
Last Name
Company Name (recommend keeping Company name consistent across all users in an organization)
Click on the Create Account button. The account will be created and if authentication is being handled by SEND Explorer, the new user will receive an email with a link to set their password. If SSO is being used for authentication, no email will be generated as the user's standard internal network password will used for authentication into SEND Explorer.
Locate the new user in the user table and click in the cell for the Claims column
Select the permission level you want to associate with the user and click OK
To remove an existing user:
Locate the user in the user table
Click on the Delete button in the far left column and click on Yes to confirm the deletion
If user authentication is managed in SEND Explorer and not through SSO, administrators can:
Lock/unlock accounts by clicking on the Lock/Unlock button next to the Delete button for a user
Set a new password for a user by clicking on the New Password button and entering in a new password. When this is done, the password has to be shared with the user and then reset once the user is successfully able to login.
Other information included in the user account table includes:
Created | Date the account was originally created |
Last Update | Date the user account was last updated |
Last Login | Date the user last logged into SEND Explorer |
Created By | Email address associate with the administrator that originally created the user account |
The full user list can be exported to Excel or CSV format by clicking on the Export button from the top menu. The user list file will be downloaded to the Downloads folder and can be opened and reviewed from this location.