User management in a project on the server version
This option is available only in the server version, where you can work on your project in a remote team! To manage users in a project, you must have a project administrator permission. This permission is granted to the user in the [user management module] (https://github.com/RE-QDA/requal/wiki/User-management-in-admin-mode-(server)).
Open the project you want to manage. On the project page, select the Manage users tab. The list of users in the project will be displayed.
The icons below Data, Attribute, Codebook, Annotate, Analyze, Report and Memos symbolize the users’ permissions:
This icon means the user can modify their contributions.
This icon means the user can modify others’ contributions.
This icon means the user can view others’ contributions.
To add a user to the project, click the plus icon. A box will appear and when you click it, you will see a list of all users. If you don't see the users you want listed, these users have not yet been added to reQual in the user management module. On the other hand, if they are in the list, you can select one or more of them and click the Add User button to add them.
When a new user is among the project users, you need to check their permissions and modify them if necessary. To do that click on the lock icon at the top of the displayed page. You can give the user permission or revoke it by ticking/unticking the appropriate boxes.
Finally, it is important to remember to save the permission change. The permissions can be viewed by checking the colour of the icon next to the username. Black icon means the permission is granted, while the white one means it is not.
In terms of permissions, we can most often encounter three types of users.
- Project Administrator, who created the project and who has all the permissions.
- Team Member, who has similar permissions as the administrator, but can only change what he/she put into the project (documents, codes, categories, notes).
- Coder, typically a student working on a coding task, who can see others' documents, codes, and categories, enter her attributes, tag segments, and create notes.
To remove a user from a project, click the minus icon, select the user you want to remove, and click the Remove User button.