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Authentication for clinicedc/edc projects.

Project description

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Authentication and permissions for the Edc

Default Groups

The default groups are required for the normal operation of an EDC deployment. The default groups are:

  • ACCOUNT_MANAGER: members may add/change and delete user accounts
  • ADMINISTRATION: members may view the Administration page
  • AUDITOR: members may view all forms but have no add/change permissions.
  • CLINIC: members may add/edit/delete all CRFs, Requisitions, Actions and other required clinic trial data entry forms. They may also view the Requisition page of the Lab section;
  • EVERYONE: members may access the EDC;
  • LAB: members may perform all functions in the Lab section (Edit requisitions, receive, process, pack, manage manifests, etc);
  • PII: members may view all personally identifiable data and edit forms that manage such data (Screening, Consents, Patient registration);
  • PII_VIEW: members may view personally identifiable data but have no add/edit permissions for any of the forms that store such data.


Permissions use Django’s permission framework, therefore, all permissions are linked to some model.

Permissions don’t always naturally link to a model. In such cases, a dummy model is created. For example, with Navigation bars from edc_navbar. Permissions to follow an item on a navigation bar are associated with model edc_navbar.Navbar. A similar approach is used for listboard permissions using edc_dashboard.Dashboard.

Importing users

You create user accounts by importing a specially formatted CSV file. Once an account is created a “Welcome” email may be sent.

Import users from a CSV file with columns:

sites: a comma-separated list of sites
groups: a comma-separated list of groups

Then import the users from your application commandline

python import_users --csvfile=/Users/erikvw/meta_users.csv --notify-to-test-email=ew2789@gmail --resend-as-new

Legacy notes

Important: If you are upgrading from edc_base.auth:

The userprofile table is now in edc_auth. edc_auth has one migration for this table. Copy the same table from edc_base and fake the edc_auth migration.

CREATE TABLE edc_auth_userprofile LIKE edc_base_userprofile;

INSERT edc_auth_userprofile SELECT * FROM edc_base_userprofile;
python migrate edc_auth --fake

You can now run the edc_base migration safely.

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