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Designated User List

Attached to every protocol and modifiable only by the Principle Author (PA) is a list of people who are authorized to use the protocol and the specific access permissions that each is given.  All users other than the Principle Author, regardless of their specific role or responsibilities in the project, are given the title of "Co-Author."   What distinguishes the status of Co-Authors by role and responsibility is the specific permissions given them by the Principle Author.  The Principle Author automatically appears at the top of the list with full permissions and only the Principle Author can add users to the designated user list and assign them permissions.  

Examples of project staff members who will need to be added to the list of user include composers (programmers) and testers.  Sometimes a Principle Author will sketch out a study design and have someone else actually create the ProtoGenie protocol.  This person or persons will be added to the list of users.  Their ProtoGenie title is Co-Author and their permissions will generally include View, Copy, Run, and Modify.  On occasion, there will be separate "Testers."  They too must be added to the designated user list by the Principle Author as Co-Authors, but their permissions will generally be limited to Run and View.

At some point, the protocol is ready to implement.  In some circumstances, the same people who composed the protocol will be the people who implement it, so they will already have the authorization to open and execute the protocol.  In other circumstances, different people will actual conduct the sessions and so they will have to be accompanied by an authorized user or they will have to be added to the designated user list.  If implementers need access to run a study, they generally will not require authority to Edit, Edit, Copy, Users, Results, or Delete and so only the Run box may be checked.  

Another option to give implementers the ability to run a protocol is to create a special URL.  For this special URL, the Principle Author must log in, click on the desired protocol and click on the "Get URL" item in the top menu of the composer/editor.  

The special URL access option is used for Online studies in which anonymous Internet users are given the ability to run a protocol.  It can also be used when a Principle Author would like a colleague or professional contact to have a look at the run mode of a protocol and does not want to bother adding this person to the designated user list and having to instruct the special guest on how to use ProtoGenie.