Data access groups

You can use data access groups to organize your participant data. When you create a new data access group, you associate it to a Center ID. You can then add the Center ID's identifier to the end of your test URL and any participants who complete the SHOEBOX Online screener will be associated with that data access group. Once you have created a data access group, you can assign specific users who will have access to it.

In this article:

• Managing data access groups
  • To create a data access group
  • To view, modify, or deactivate a data access group
• Adding a data access group to your test URL
• Assigning users to data access groups
  • To assign a user to a data access group

Managing data access groups

Admin users can add, edit, or deactivate data access groups from the Data Access Groups page and can also view the information and test URLs for the data access groups that have been created.

To create a data access group

1. Log in to the SHOEBOX Data Management Portal.
2. In the sidebar, hover over the Settings tab.

3. Under the SHOEBOX Online heading, click Data Access Groups.

   

4. On the Data Access Groups page, click New.

   

5. In the Center ID field, enter an identifier for the data access group that can be added to the end of the test URL.
   • Center IDs can only contain letters, number, dashes, and underscores. It cannot include spaces. For example, hello_23.

6. In the Description field, enter any relevant details to describe the data access group.

   

7. Click Save.

To view, modify, or deactivate a data access group

Once you have created a data access group, you can click on it from the Data Access Groups page to view more information. In the Data Access Group Details, you can copy the test URL with the associated Center ID, which you can then use for testing.

From this page, you can also modify the information for the data access group or deactivate it by clicking the Edit button. Once a data access group has been deactivated, a test can still be performed with the test URL, but the results will not be associated with that data access group.

Adding a data access group to your test URL

In addition to copying the test URL for a data access group from its details page, you can add the Center ID identifier to a test URL manually. This can be useful if you want to add additional parameters to your test URL such as reference or source IDs or to deploy your test in Onsite Mode.

Center IDs are applied by adding /?centerid= and the Center ID for your data access group to the end of your test URL. In other words, to associate your test URL with a data access group called test_1, you would add /?centerid=test_1 to the end of your test URL.

Assigning users to data access groups

Participants who complete the online screener for a specific data access group can only be viewed by admins or users who have been assigned by admins to that data access group. Admins can assign users to a data access group from the user’s profile.

Once a user has been assigned to a data access group, they can view the group’s participants on the SHOEBOX Online Participants page.

To assign a user to a data access group

1. Log in to the SHOEBOX Data Management Portal.
2. In the sidebar, hover over the Settings tab.

3. Under the Administration heading, click Users.

   

4. On the Users page, click the user’s name who you want assign to a data access group.

5. On the user’s profile page under Data Access Groups, click Add.

   

6. In the popup, select each data access group the user will have access to.

   

7. Click Add.

   • To remove an assigned user from a data access group, click the three-dot icon next to the data access group on the user’s profile page and select Remove From Group. In the confirmation popup, click Remove From Group.