Changing roles in HD4DP2

Last updated: 2024-04-02 10:58

Changing access grants

Click on Manage to the top left of the screen, so that EAM appears. When hovering over this menu item, the items EAM Users and EAM Accounts become visible. Select EAM Accounts.

The EAM Accounts overview screen appears. Select an account for a project in an application for which the role, author group (HD4DP2) or data/level (healthstat.be) need to be changed.

When you have set up a new account, it will have the draft state, which allows for adding and editing grants.

However, in the following four scenarios you need to make sure that the account state is set to Draft first before you can start to edit the grants (project, role).

  • When the account has the state Published, you carry out the following procedure:

Go to the EAM: Accounts overview and click on the Edit button next to Published.

In the Manage grants screen you select the Create New Draft button.

The account state will be set to Draft.

  • When the account has the state Disabled, you carry out the following procedure:

Go to the EAM: Accounts overview and click on the Edit button next to Published.

In the Manage grants screen you select the Create New Draft button.

The account state will be set to Draft.

  • When the account is in the state Approved, you carry out the following procedure:

Go to the EAM: Accounts overview and click on the Edit button next to Disabled.

In the Manage grants screen you select the Disable button.

Subsequently, click on the Create New Draft button.

The account state will be set to Draft.

  • When the account is in the state Approval, you carry out the following procedure:

Go to the EAM: Accounts overview, select the Approval tab and click on the Edit button next to Approval.

In the Manage grants screen you select the Disable button.

Subsequently, click on the Create New Draft button.

The account state will be set to Draft.

When the account state is finally set to Draft, click on the Edit button for the project and role you want to change.

Change the set role to the desired one. Below an example for the application HD4DP2.

When changing role to Local Study Support (HD4DP2), you additionally need to select an Author group.

Confirm with the Save button. When returning to the Account: Manage grants page you will notice that the grant is added to your account, which is still in the Draft state.

You have now changed the access grants for a project in HD4DP2 with the role of Local Study Lead, Local Study Associate or Local Study Support (for an author group).

Next step: Request for approval of the access grants change as described here.