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 detailed 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 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 (plus sign) icon 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 contain only letters, numbers, and spaces. Special characters, including punctuation marks, symbols, and underscores, are not allowed. The Save button remains disabled if invalid characters are entered.

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 to edit.
3. Click the Edit Role icon. The Edit Role window opens.
4. Make the necessary 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 to delete.
3. Click the Delete Role icon. A Delete Role confirmation message displays.
4. Click Confirm to permanently delete the role, or Cancel to cancel the action.
5. Click Save.

Configure Roles for a User

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

By default, new and unassigned users are assigned the Default role. User roles can be updated at any time. The list of users can also 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, then click the Details icon in the toolbar, or double-click the Default role.
   
3. In the list of Users, double-click the row of the user to update. The Configure Roles for [username] window opens.
4. Select the studies to update by checking the box to the left of each study name 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 new role.
7. Click Save.

From the Users Page

This page lists all users 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 Users in the left navigation. The list of users displays.
   
3. Click a user’s Login. The Configure Roles for [username] window opens.
   
4. Select the studies to update by checking the box to the left of each study name 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 the Studies page.

By default, users with an SCE privilege and the View privilege for a study have access to all folders for that 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 the Default role.
   
3. In the list of Studies, double-click the row of the study to update. The Configure Roles for [selected study] window opens.
4. Select the usernames to update by checking the box to the left of each username. 
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 to each user for a study or for the Global folder.

1. Navigate to the Settings tab in the SCE.
2. Click Studies in the left navigation. The list of studies displays.
   
3. Click a study Name. The Configure Roles for [study] window opens.
   
4. Select the users to update by checking the box to the left of each user login.
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.

Important: The Settings page in SCE provides access to all studies and does not reflect the filtered studies from the Study Selector on the Home, Editor, Browser, or Jobs pages. 

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 Folder Permissions, or a folder underneath Folder Permissions, in the left navigation. Alternatively, double-click a folder in the Folder Permissions list to access its 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 indicates that no additional subfolders exist.

   Tip: Use the breadcrumbs to navigate to a folder.
   

3. Select the checkbox next to the folder name(s) 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 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. This removes the folder from the list but does not delete it from the SCE.

6. Select the checkbox 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 select Cascade permission changes to all subfolders if permissions should be managed at the subfolder level.

   Tip: Within the Folder Permissions list, hover over greyed-out text to view the source of inherited permissions.

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

7. Update the permissions for each role listed by selecting the appropriate 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 it is initially enabled for SCE. This helps organize programs and file content to align with organizational processes.

Add a Subfolder

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

Delete a Subfolder

1. Navigate to the Settings tab in the SCE.
2. Click Default Folders in the left navigation. The folder structure displays.
3. Hover over a subfolder to delete and click the Delete icon. A confirmation message displays asking to permanently delete the selected subfolder.
4. Click Confirm to delete the subfolder, or click Cancel to cancel the action.