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Step 1 - Group configuration

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Stage 1. Account & Profile Settings -

The Account and Profile settings provide the flexibility to adapt the platform to the user's unique requirements, from time zone preferences, date formats, to security measures like two-step verification. By effectively configuring these settings, Users can enhance productivity, protect their data, and tailor the eLabNext experience to align with the specific needs and workflow of the organisation.

The video below outlines the essential account settings and how users can set up their accounts.

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Stage 2. Group Settings & Policies -

Group settings and policies enable group administrators to enforce specific settings, including compliance and security measures.

The video below outlines the implementation and best practices for setting up the Group settings and Policies.

Quick Tips for Group Settings & Policies Configuration:

GLP-compliant labs are required to enable "Witness signature is required for all experiments" and "Witness signature is required for all protocols".

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Stage 3. Roles and Permissions -

Roles and permissions determine the ability of users to perform actions and the level of access to the data stored within the group.

The video below outlines the implementation of Roles and Permissions.

Quick Tips for Roles and Permissions Configuration:

For groups with more than 5 team members, consider implementing level-based permissions instead of relying on roles or job titles. This approach offers better scalability, clarity, and flexibility as the team grows.

Here’s how to implement an effective tiered system:

Why Level-Based Permissions?

  • Scalable: Easily adapts as the team expands

  • Clear: Defines responsibilities without relying on titles

  • Transparent: Helps set expectations and boundaries for each team member

Recommended Permission Levels
  • Group Admins
    • Full access to all group-based actions
    • Responsible for managing group configuration/set-up and permissions.
  • Level 4 – Advanced Access
    • Typically assigned to Key Users/Super Users
    • Can perform all actions except deleting administrative configurations (i.e. Sample Types, Storage Units, Equipment, etc.)
  • Level 3 – Elevated Access
    • Includes all permissions available to Level 2 users
    • Additional permission to Witness Sign experiments and protocols
  • Level 2 – Standard Access
    • Full access to add, edit, and manage their own data
    • Cannot perform editing and archiving actions on other user’s data
  • Level 1 – View-Only
    • Read-only access
    • Ideal for training, audits, or temporary collaborators
Guiding Principle
These permission levels are intended to define roles, responsibilities, and system capabilities, not organizational seniority or status. Clearly communicating this distinction helps ensure that all team members understand the purpose of each access level and the scope of actions associated with their role.

Download Roles & Permissions Recommendation.xlsx

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