Assign roles in Oracle Life Sciences IAMS

Having an Oracle Life Sciences Single Sign-On (SSO) account is not enough to start working on specific products. Customer Delegated Administrators (CDA) assign product roles to grant access to Oracle Clinical One Platform and Oracle Clinical One Digital Gateway as a whole. A product administrator or study user administrator then assigns study-specific roles to users from within Oracle Clinical One Platform.

Before you can assign roles to a user, you must complete the steps in Create an Oracle Life Sciences Single Sign-On (SSO).

CDAs can assign roles to Oracle Life Sciences SSO accounts, as described in this procedure. If your organization has set up an authorization request page, users with an Oracle Life Sciences SSO account can access it directly and request roles for themselves. See Set up an authorization request page and Request product roles.

  1. Sign in to Oracle Life Sciences IAMS as described in Bookmark and sign in directly to Oracle Life Sciences IAMS.
  2. In the left panel, expand Administration and click Users.
    In the left pane, Users appears below the Administration heading
  3. Search for the user you want to assign product roles to.
    • To find a specific user, enter search criteria for the user, and then click Search, located below the filtering fields and to the right.

      To properly use the filters, from the drop-down on the filter of your choice, select a comparisson operator. Then type a value in the text box. For example, in the E-mail filter select Equals from the dropdown, and type the user's email address.

    • To see a list of all users, just click Search, located below the filtering fields and to the right.

      On the Users page, the Search button is below the Search Users filters section

  4. In the Search Results table, locate the user and click the user's name from the User Login column.
    The user appears in the Search Results section, and you click the value in the User Login column
    The user details open a new tab.
  5. On the User Details page, select the Roles tab.
    The Roles tab appears on the profile page for the user you selected
  6. From the Actions drop-down, located above the roles table, select Request.
    On the User Details page, the Actions drop-down appears in the toolbar on the Roles tab
    The roles catalog opens on a separate tab.
  7. In the catalog tab, browse for the roles that the user needs:

    Tip:

    If you're not sure of the roles that users need, see Roles in Oracle Life Sciences IAMS for all applications.
    1. In the search box, type the name of the role and press Enter.
    2. To the right of each role that the user needs, click Add to cart.
      On the Catalog page, the Add to cart button appears to the right of the approver role
  8. In the upper-right, click Checkout.
    On the Catalog page, the Checkout button appears in the upper-right corner
  9. Review the roles in the cart.
  10. In the upper-right, click Submit.
    The Request Summary page opens, and a confirmation message appears at the top of the page.
  11. If your organization activated approval for the role, ask someone with the Approver role to approve the access requests so that the user receives the role(s) you assigned.

    Note:

    You cannot approve your own requests, so someone else at your organization with the Approver role must approve them.

Related Topics

Parent topic: Create user accounts