User Roles in the Data Management Portal

There are two types of user roles in the Data Management Portal - admin and basic. This article will describe the differences between these two roles based on each SHOEBOX product.

By default, organizations that use PureTest are given one admin user account. Admin users can access all PureTest features in the Data Management Portal and perform the following actions:

• Add new basic users and manage their profiles.

• Access and modify the settings for test prep, testing workflows, program setup, and compliance thresholds.

• Add or import new patients in the portal, view patient profiles, and edit patient demographic information.

  • Note: Demographic information cannot be edited for imported patients.

• Create and manage projects.

  • Note: Admin users can access all projects in the Data Management Portal, but they must be assigned to a project in the portal to view and test that project's patients in the PureTest app.

• Build, schedule, and export reports.

• Export summary reports and referral letters.

• View the serial numbers and calibration certificates for their hardware.

For PureTest, basic users can only access patients in projects to which they are assigned. They can view and edit the demographic information for those patients and export their test data.

Similarly, they can only view and export reports that are shared with them.

Basic users cannot:

• Access the settings for test prep, workflows, program rules, or compliance thresholds.

• Add users or access other users' profiles.

• Create projects or reports, or edit their settings.

• View the serial numbers or calibration certificates for their hardware.

By default, organizations that use SHOEBOX Online are given one admin user account. Admin users can access all SHOEBOX Online features in the Data Management Portal and perform the following actions:

• Add new basic users and manage their profiles.

• Configure their organization’s contact information and branding settings.

• Select languages and modify multi-language content.

• View and modify their organization’s test settings.

• View and export the profiles and test results of all participants.

• Create and manage data access groups.

For SHOEBOX Online, basic users can only access participants in the data access groups they are assigned to. They can view and export those participants' profiles and test results.

By default, organizations that use QuickTest are given one admin user account. Admin users can access all QuickTest features in the Data Management Portal and perform the following actions:

• Add new basic users and manage their profiles.

• Modify their organization’s general settings and supported languages.

• View and modify their organization’s test settings.

• View and export the profiles and test results of all participants.

For QuickTest, basic users can only access participants tested on a device the user was signed in to. They can view and export those participants' profiles and test results.