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    User Registration
    ====
    
    
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    ## Register users in ELN Interface
    
    Users can only be registered by someone with *Instance admin* role:
    
    1.  Go to the **User Manager**, under **Utilities**.
    2.  Click the  +**New** **User** button. 
    
    
    ![image](img/new-user-eln-ui-1024x455.png)
    
    
    3. Select the **Authentication Service**:
    
    a. **Default Authentication Service**. This can be LDAP or SSO.
    
    b. **File Authentication Service**. In this case a username and password need to be created.
    
    ![](img/new-user-authentication-options-1024x212.png)
    
    4. **User ID**. for LDAP authentication, this is the LDAP username; for SSO authentication this is the email address of the user.
    
    ![](img/new-user-default-authentication-1024x187.png)
    
    For file-based authentication provide username and password. The password can later be changed by the user.
    
    ![](img/new-user-file-authentication-1024x317.png)
    
    ## Default roles assigned in ELN
    
    When a user is registered via the ELN interface, a *Space* (folder) with
    the name of the user is automatically created under the Lab Notebook
    main menu. The user is also assigned some default roles:
    
    1.  *Space admin* of the *Space* created for him/her under the notebook.
    2.  *Space user of* the Inventory *Spaces* (MATERIALS, METHODS by
        default), the STOCK\_CATALOG and the STORAGE *Spaces*.
    3.  *Space Observer* of the STOCK\_ORDERS, ELN\_SETTINGS and
        PUBLICATIONS S*paces*.
    
    
    Modification to default rights can be granted by an *Instance admin*
    from the *admin UI*, as explained below.
    
    Overview of roles:
    
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    [openBIS Roles](https://openbis.readthedocs.io/en/latest/user-documentation/general-admin-users/admins-documentation/user-registration.html#openbis-roles)
    
    
    
    ## Register users from the admin UI
    
    When users are registered via the admin UI no default roles are
    assigned.
     
    
    To register new users from the admin UI:
    
    1.  go to the **Users** tab. The **Users** and **Groups** will show in
        the main menu on left had side.
    2.  Click on **Users** in the menu: the **Add** button at the bottom of
        the menu will become active (blue)
    3.  Click the **Add** button
    4.   Enter the U**ser Id**. This is the LDAP username, when LDAP
        authentication is used, or the email address if SSO is used. Please
        note that file-based authentication (where username and password can
        be created) is not supported by the admin UI.
    5.  **Home space**: this sets the default folder a user sees marked as
        **My Space** in the Lab Notebook.
    6.  Click the **Add Role** button at the bottom of the page to assign a
        role to the user.
    7.  Click the **Add Group** button at the bottom of the page to assign a
        user to a group of users.
    
    ![](img/admin-ui-add-users.png)
    
    8. To assign a role to a user, first the **Level** needs to be selected
    (Instance, Space, Project) .
    
    
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    9. If level is Instance, you can directly select a role (Admin, Observer). If the level is Space or Project, you first need to select the Space or Project and then assign a [Role](https://openbis.readthedocs.io/en/latest/user-documentation/general-admin-users/admins-documentation/user-registration.html#openbis-roles).
    
    
    ![](https://openbis.ch/wp-content/uploads/2020/02/admin-ui-roles-300x293.png)
    
    10. Multiple roles can be assigned to a user. 
    
    11. Roles can be removed from the **Remove** button at the bottom of
    the page. 
    
    12. After making the necessary changes, press the **Save** button.
    
    ![](img/admin-ui-remove-role-save-1024x564.png)
    
    Note: for using the ELN interface, it is necessary to assign every user
    or user group the OBSERVER role to the space ELN\_SETTINGS.
    
    ## Create users groups in admin UI
     
    
    It is possible to create groups of users and assign rights to a group:
    
    1.  go to the **Users** tab. The **Users** and **Groups** will show in
        the main menu on left had side.
    2.  Click on **Groups** in the menu: the **Add** button at the bottom of
        the menu will become active (blue)
    3.  Click the **Add** button
    4.  Enter a **Code** for the group. This is the equivalent of a name,
        but Codes can only contain numbers, letters and the following
        symbols: . – \_
    5.  You can now assign registered users to the group and assign Roles as
        explained above.
    
    ![](img/admin-ui-groups-1-1024x559.png)
    
    
    ## openBIS roles
    
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    ### Observer
    
    This role can be assigned to the whole openBIS instance (*Instance
    Observer*) or to specific *Spaces* or *Projects* (*Space* or *Project
    Observer*). Users with this role have read-only access to the whole
    openBIS (*Instance Observer*), or to a specified *Space* or *Project*
    (*Space* or *Project Observer*).
    
    An Observer can see and search everything in an openBIS instance or the
    *Space/Project* which they have access to. They can also download
    datasets. They cannot modify nor delete anything.
    
     
    
    ### Space/Project User
    
    Extends Observer permissions with some creating and editing
    functionality. Permissions are limited to specified *Space(s)* or
    *Project(s)*.
    
    Can do everything that Observer and additionally:
    
    -   create
        -   objects
        -   collections
    -   edit
        -   objects
        -   collections
        -   projects
    
     
    
    ### Space/Project Power User
    
    Extends *Space/Projec*t User permissions with some deleting, editing and
    processing functionality. Permissions are limited to specified
    *Space(s)* or *Project(s)*.
    
    Can do everything that *Space/Project* User and additionally:
    
    -   create projects
    -   delete
        -   projects
        -   data sets
        -   objects
        -   collections
    
    Please note that this role cannot be assigned via the ELN UI, only via
    admin UI.
    
    
    ### Space/Project Admin
    
    Extends Space/Project Power User permissions allowing to manage roles
    and projects inside given *Space(s)* or *Project(s)*.
    
    Can do everything that Space/Project Power User and additionally:
    
    -   assign and remove Space/Project roles
    
     
    
    ### Instance Admin
    
    Has the full access to given openBIS instance.
    
    Can do everything that Space/Project Admin and additionally:
    
    -   create
        -   space
        -   material
        -   person
        -   property type
        -   vocabulary
        -   material type
        -   object type
        -   collection type
        -   data set type
    -   create/delete instance admin role
    -   edit
        -   material
        -   property type
        -   property type assignment
        -   vocabulary
        -   material type
        -   object type
        -   collection type
        -   data set type
    -   assign/unassign property type
    -   delete
        -   space
        -   vocabulary terms
        -   material type
        -   sample type
        -   experiment type
        -   data set type
    
     
    
    Please note that this role cannot be assigned via the ELN UI, only via
    admin UI.
    
    Updated on April 26, 2023
     
    ## User Profile
    
    
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    In the User Profile, a user who is logged in into openBIS can find the
    following information:
    
     
    
    1.  **First Name**
    2.  **Last Name**
    3.  **Email**
    4.  **openBIS session token**
    5.  **Zenodo API Token** ([Export to
    
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        Zenodo](https://openbis.readthedocs.io/en/latest/user-documentation/general-users/data-export.html#export-to-zenodo))
    
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    First name, last name and email are automatically filled in when LDAP or
    SSO are used for authentication.
    
    In case of file-based authentication, this information can be entered
    here directly from the user.
    
     
    
    ![image info](img/Screenshot-2022-06-28-at-10.15.39.png)
    
     
    
    For file-based authentication, users can also change their password
    here, from the **Change Password** option under the **More..** dropdown.
    
     
    
    ![image info](img/change-pwd.png)
    
    Updated on June 28, 2022
     
    ## Assign home space to a user
    
    
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    When a home space is assigned to a user, this becomes marked as **My
    Space** for that user in the lab notebook, as shown below.
    
     
    
    ![image info](img/menu-my-space.png)
    
     
    
    When users are registered via the ELN UI, a *Space* with their username
    is created (see [User
    
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    Registration)](https://openbis.readthedocs.io/en/latest/user-documentation/general-admin-users/admins-documentation/user-registration.html)
    
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    and this is automatically set as home space for the user.
    
    The same happens in multi-group instances where spaces are created for
    each user in the lab notebook section.
    
    An *instance admin* can change the home space of a user or assign one to
    a user that does not have a home space assigned from the admin UI, as
    shown below.
    
     
    
    ![image info](img/home-space-admin-ui-1024x359.png)
    
     
    
    Please note that when a user is inactivated, the home space assigned to
    that user is moved in the ELN UI to the folder **Others (disabled).** If
    this is not desired, the space should be removed as home space from the
    inactivated user. This can be done by an *instance admin*.
    
     
    
     
    
     
    
    Updated on April 26, 2023