Administration
Manage Users
Click on Admin on the front page
Go to Users
Click on Add User (oval with grey background)
Enter the username and password and then click Save and continue editing
Warning
If you are using LDAP you should not enter a password.
Add the appropriate global Roles
Add the appropriate Privacy levels
Add the appropriate general domains
Set an expiration date
Click on one of the saving options
Unlock locked Users
There can be different reasons why a user has been locked:
Account has expired: Update the expiration date (see Manage Users)
Too many login attempts: See djang-axes
Lost access to second authentication factor: Remove the user’s MFA Keys via the admin interface
Important steps when a user account has been compromised
Check the monitoring logs: Castellum can be configured to write monitoring logs that sometimes allow to retrace suspicous behavior.
Reset user tokens: Besides login, some features of castellum can also be accessed by using a user token. An administrator can delete the token in the admin UI. A new one will be generated automatically.
Customize Roles
Click on Admin on the front page
Go to Groups
Click on Add Group (oval with grey background)
Enter a name for the new role
Add the appropriate permissions (see the list of relevant Permissions)
Click on one of the saving options
Add Attribute Descriptions
Castellum allows to dynamically add attribute descriptions that can be used to store filterable information on subjects. This takes into account that there are only very few attributes that can be seen as commonly used at every institute.
Click on Admin on the front page
Go to Attribute description
Click on Add attribute description (oval with grey background)
Select an appropriate Field type that should be used for the attribute
URL allows you to link to a formal definition that may clarify baseline or rather scientific grounding of the attribute
Note
This is used to support Recruitment Attribute Export in BIDS format. Hence, it is only shown in admin interface. For example, a Handedness attribute could link to a definition at bioontology.org.
Order and Category can be used to position the attribute in UI
Statistics rank can be used to set this attribute as primary or secondary feature that should be presented in statistics of recruitment
Note
Castellum offers to set up two attributes to be used in statistics of recruitment. If there is already a primary or secondary attribute it will show an error warning. Accordingly, you have to deselect a primary or secondary attribute first to select a new one.
Label should be the actual name of the attribute. Be sure to provide translations if Castellum is set to support more than one language
If appropriate, fill in all Attribute choices (if needed also add translations) that represent the possible values of the attribute and will be used for filtering
Note
Attributes will always allow to select Declined to answer. So, there is no need to specify this as an attribute choice. Furthermore, all three ChoiceField types will automatically provide an Unknown option.
Upload a consent document
Upload a new document
Click on Admin on the front page
Go to Consent documents
Click on Add Consent Document (oval with grey background)
Choose the file you want to upload
Click on one of the saving options
Now whenever consent is added to a subject, the user can pick this new version from a list of all available documents.
Deal with the old document
If there have been significant changes to the document, the old version may no longer be a sufficient legal basis to keep subjects in the database. In that case there is a two step process:
Mark the old consent document as deprecated. The document is still considered valid but subjects who have agreed to this document will show up in the consent maintenance view (see below).
Delete the old consent document. Now all consents related to this document are void. Subjects who have not been updated to another document are no longer available for recruitment and will potentially show up in the data protection dashboard.
The legal basis for each subject can be found in the subject detail view.
Manage general domains
Click on Admin on the front page
Go to Domains
Click on Add Domain (oval with grey background)
Enter a name
Leave the
object_id
andcontent_type
fields emptyClick on one of the saving options