Permissions: Users with the SCE Configure or Administer privilege can create and manage user roles and assign folder permissions within a study.
Users with the SCE privilege can view user roles and folder permissions to confirm their settings on assigned studies.

A user with the SCE Configure or Administer privilege can set up roles in the SCE, assign users to roles on individual studies, and assign permissions to roles on specific studies.

The Default role is available for new and unassigned users, and custom roles can be added. SCE Folder permissions include Full Control (default), Read/Write, Read Only, and None.

• Full Control: Ability to add, edit, and delete folder contents in the SCE.
• Read/Write: Ability to add and edit folder contents, unable to delete.
• Read Only: Ability to view folder contents.
• None: The folder is hidden.

Manage User Roles

User roles can be managed using Roles, Users, and Studies in the left navigation.

• Roles: Displays default roles. Roles can be added and managed from this list. From the details view of a role, user and study permissions can be managed.
• Users: Displays a list of all users, showing how many roles they are assigned to and how many studies. From this list, a user's name can be selected, and the roles configured.
• Studies: Displays a list of all studies, showing program and blinding information, as well as the number of roles and users assigned to each study. From this list, a study name can be selected, and the roles configured.

Roles

The Default role is available initially and cannot be edited or deleted.

The list of roles includes the name, abbreviation, description (if added), the date a role was created, the number of users with each role, and the number of studies using each role. All columns in the list can be sorted and filtered. 

View Role Details

The details view for a role displays a list of all users assigned to the role, and a list of studies using the role. The badges in each section indicate the number of items in each list.

1. Navigate to the Settings tab in the SCE. The list of existing roles displays.
2. Click in the row of the role and click the Details icon or double-click on a row.
   
3. Click the 'x' in the top right corner to close the Details view.

Create a User Role

1. Navigate to the Settings tab in the SCE. The list of existing roles displays.
2. Click the Add Role icon (the plus sign) in the toolbar. The Add Role window opens.
   
3. Name: Enter the role name.
4. Abbreviation: Enter the role abbreviation.
   
   

   Important: When adding a new role, the Name and Abbreviation must consist of only letters, numbers, and spaces. No special characters (such as punctuation marks, symbols, or underscores) are allowed. The Save button will be grayed out if any other characters are included.

5. Description: Enter the role description.
6. Click Save.

Edit a User Role

1. Navigate to the Settings tab in the SCE. The list of existing roles displays. 
2. Click in the row of the role you wish to edit.
3. Click the Edit Role icon. The Edit Role window opens.
4. Make the changes.
5. Click Save.

Delete a User Role

1. Navigate to the Settings tab in the SCE. The list of existing roles displays. 
2. Click in the row of the role you wish to delete.
3. Click the Delete Role icon. A Delete Role question displays.
4. Click Confirm to permanently delete the role, or click Cancel to cancel your action.
5. Click Save.

Configure Roles for a User

Roles can be configured from the Roles Details view, or from the Users page.

By default, new and unassigned users have the Default role. User roles can be updated. The list of users can be sorted and filtered.

From the Roles Details view

1. Navigate to the Settings tab in the SCE.
2. Click in the row of the Default role and click the Details icon in the toolbar, or double-click on the Default role.
   
3. In the list of Users, double-click in the row of the user you wish to update. The Configure Roles for username window opens.
4. Select the studies by checking the box at the left of the study name you wish to update. 
5. Click the Change Selected Roles icon. Or, to update individual studies, click the drop-down in the Role column.
   
6. Select the role.
7. Click Save.

From the Users page

This page lists all users currently with access to SCE. Users can view the role assigned to each of their studies.

1. Navigate to the Settings tab in the SCE.
2. Click on Users in the left navigation. The list of users displays.
   
3. Click on a user’s Login. The Configure Roles for username window opens.
   
4. Select the studies by checking the box at the left of the study name you wish to update.
5. Click the Change Selected Roles icon. Or, to update individual studies, click the drop-down in the Role column.
6. Select the role.
7. Click Save.

Configure Roles for a Study

Roles can be configured from the Roles Details view, or from the Studies page.

By default, users with an SCE privilege and the View privilege for a study have access to all folders for a study within the SCE with the SCE Default role. Roles can be updated for each user within a study.

From the Roles Details view

1. Navigate to the Settings tab in the SCE.
2. Click in the row of the Default role (or any role) and click the Details icon in the toolbar, or double-click on the Default role.
   
3. In the list of Studies, double-click in the row of the study you wish to update. The Configure Roles for the selected study window opens.
4. Select the usernames by checking the box at the left of the username you wish to update. 
5. Click the Change Selected Roles icon. Or, to update individual studies, click the drop-down in the Role column.
   
6. Select the role.
7. Click Save.

From the Studies page

This page lists all studies enabled for SCE. Users can view the role assigned per user for a study (or the Global folder).

1. Navigate to the Settings tab in the SCE.
2. Click on Studies in the left navigation. The list of studies displays.
   
3. Click on a study Name. The Configure Roles for study window opens.
   
4. Select the users by checking the box at the left of the user logins you wish to update.
5. Click the Change Selected Roles icon. Or, to update individual users, click the drop-down in the Role column.
6. Select the role.
7. Click Save.

Manage Folder and Subfolder Permissions

Permissions are managed from the Folder Permissions list. Permissions for subfolders within a study can be configured for more granular access within the SCE. All columns in the list can be sorted and filtered.

Tip: Hover over a role abbreviation in the Folder Permissions header to see a tooltip with the full role name.

Edit Folder Permissions

1. Navigate to the Settings tab in the SCE. The list of existing roles displays. 
2. Click on Folder Permissions or a folder underneath Folder Permissions in the left navigation. You can also double-click on a folder in the Folder Permissions list to access subfolders.
   

   Tip: To the left of the folder name is a folder icon. A solid folder icon indicates the presence of subfolders, while an outlined folder icon suggests the absence of additional subfolders.

   Tip: Use the breadcrumbs to access a folder.
   

3. Click the checkbox next to the folder name(s) you wish to edit. A single folder or multiple folders can be selected.
4. Click the Edit Permissions icon at the top right. The Configure Folder Permissions window opens.
   

   Tip: Click on the 'Learn more about SCE folder permissions' link to open the Configure Default Folders, User Roles, and Manage Folder permissions in the SCE help article.

5. The selected folders display in the upper portion of the window. 
   1. To remove a selected folder, click the Remove Folder icon (the trashcan). This will not delete the folder in the SCE, only removes it from the list of folders that will be impacted by any changes made in this window.
6. Check the box to Cascade permission changes to all subfolders, if appropriate.
   
   

   Note: Initially, folder permissions in SCE cascade from the parent folder to subfolders, ensuring consistent inheritance. Changes to the parent folder permissions automatically update the subfolders. Enabling cascade folder permissions sets all subfolders to inherit permissions from the selected parent folder. Do not check Cascade permission changes to all subfolders if you choose to select permissions at the subfolder level.

   Tip: Within the Folder Permissions list, hover over greyed out text to see from where the role is inheriting its folder permission.

   
   Note: To delete a folder, a user must have Full Control permission to the folder and its subfolders.

    

7. Update the permissions for each role listed by clicking the radio button.
   
   1. Full Control: Ability to add, edit, and delete folder contents in the SCE.
   2. Read/Write: Ability to add and edit folder contents, unable to delete.
   3. Read Only: Ability to view folder contents.
   4. None: The folder is hidden.
8. Click Save.

Configure Default Folders

Default folders can be configured for newly enabled SCE studies. Users with the SCE Configure or Administer privilege can customize the default folders created under a study when the study is initially enabled for SCE. This facilitates the organization of program and file content, aligning with an organization's processes.

Add a Subfolder

1. Navigate to the Settings tab in the SCE.
2. Click on Default Folders in the left navigation. A folder structure displays.
   
3. Hover over a folder / subfolder name and click the Add Subfolder icon.
4. Enter the name of the new subfolder.
5. Click the checkmark to add the subfolder, or click the 'x' to cancel. 

Edit a Subfolder

1. Navigate to the Settings tab in the SCE.
2. Click on Default Folders in the left navigation. A folder structure displays.
   
3. Hover over a subfolder name and click the Rename icon.
4. Edit the name of the subfolder.
5. Click the checkmark to add the folder, or click the 'x' to cancel.

Delete a Subfolder

1. Navigate to the Settings tab in the SCE.
2. Click on Default Folders in the left navigation. The folder structure displays.
3. Hover over a subfolder name you wish to delete and click the Delete icon. A message box opens asking if you want to permanently delete the selected subfolder.
4. Click Confirm to delete the subfolder, or click Cancel to cancel your actions.