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Generate roles automatically (for departments and approvals)

Please note - user roles and user rights can only be managed by system administrators.

Castor SMS can generate roles automatically for approval requests and participating departments. A default set of user rights are automatically set up for these roles.

Create a new participating department

  • Go to the 'Settings' tab.
  • Go to the 'Participating departments' sub-tab.
  • Click 'Add'.
  • Enter the department name. 
  • Click 'Save' to add the participating department.

The participating department is added. This means that:

  • This adds a new option to the ‘Participating departments’ tab within a study.
  • This adds a new role in the 'Users' tab, this role is automatically provided with the following rights:
    • 'View study details’ of studies that this department participates in.
    • 'Documents’ tab - user can add, download and archive files.
    • 'Participating departments’ tab - user can edit the data of their own department.
    • 'Invoice addresses’ tab - user can add and edit invoice addresses.

Create a new approval request type

  • Go to the 'Settings' tab.
  • Go to the 'Approval requests' sub-tab.
  • Click 'Add'.
  • Enter the approval request name. 
  • Click 'Save' to add the approval request.

The approval request is added. This means that:

  • This adds a new option to the ‘Approval request’ tab within a study.
  • This adds a new role in the 'Users' tab, this role is automatically provided with the following rights:
    • 'View study details’ of studies that this department participates in.
    • 'Documents’ tab - user can add, download and archive files.
    • 'Approval requests' tab - user can edit the details of their own approval request, and can add new approval requests;
    • 'Dashboard' menu - user can access the approval request view of the dashboard. 

It is not possible to remove a Participating department option or Approval request option if:

  • The option is being used on a study.
  • The role is being used by a user.
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  1. Castor Support Team

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