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Clarity LIMS v6.2 & Lablink v2.4
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Clarity LIMS v6.2 & Lablink v2.4
  • Release Notes Clarity LIMS v6.2
    • Release Notes Clarity LIMS v6.2.1
    • Release Notes Clarity LIMS v6.2.0
  • Technical Overview
    • Technical Requirements
  • Installation
    • Installation Procedure
    • Guide to Secret Management
    • Install/Upgrade Secret Management for Integration Modules
    • Change the Clarity LIMS Hostname
    • Update Server Passwords and Database Connection Details
  • On-Premise Depolyments
    • Pre-Installation Requirements
      • Install a Purchased SSL/TLS Certificate
      • Configure Your HashiCorp Vault
    • On Premise to On Premise Upgrade Procedures
    • On Premise to Cloud Upgrade Procedures
    • Hosted to On Premise Upgrade Procedures
  • Adminstration
    • Database Cleanup Procedure
    • Receiving and Decrypting Cloud Backup Data
    • LDAP Integration
      • Using the LDAP Checker Tool
    • Clarity LIMS Log Files
    • Customize the Term Used for Projects
    • Enforcing Unique Sample Names Within a Project
    • Container Name Uniqueness
    • Creating Enrypted Passwords
    • Config Slicer Tool
      • Managing Configurations with Config Slicer
      • Upgrading a configuration package/manifest file for compatibility with Config Slicer v3.0.x
      • Config Slicer Use Cases
      • Troubleshooting Config Slicer
    • Audit Trail
    • Automation Worker Nodes
      • Troubleshooting Automation Worker
  • Clarity LIMS v6.2 Reference Guide
    • Dashboards
      • Overview Dashboard
      • Projects Dashboard
    • Projects and Samples
      • Projects
      • Samples Accessioning
        • Sample List for Batch Import
        • Guidelines and Tips for Batch Sample Import
      • Assign and Process Samples
    • Lab View
      • Requeue and Rework Samples
      • Storing Sample Aliquots for Later Use
      • Modifying Completed Step Details
      • Alert Notifications
    • Configuration
      • Lab Work
        • Steps and Master Steps
          • Step Milestones
          • Derived Sample Naming Convention Tokens
        • Protocols
        • Workflows
      • Consumables
        • Reagents
        • Controls
        • Instruments
        • Labels
        • Containers
      • Custom Fields
      • User Management
        • Manage User Access
        • User Roles
        • Configured Role-Based Permissions
        • User and Profile Page
      • Automations
        • Automation Trigger Configuration
        • Copy Custom Fields from Step Input to Output
        • Template Files Associated With Automations
    • Automated Quality Control
      • Configure a QC System
    • Search
      • Basic Search
      • Advanced Search
    • Genealogy View
    • System Performance
      • Queue Performance and Usability
      • Demultiplexing API Endpoint Performance
    • Terms and Definitions
  • LabLink v2.4 Reference Guide
    • Project
      • Email Notifications for Notes
    • Resource Materials & Contact Us
    • Users
    • Configuration
    • Publishing Files and Progress
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On this page
  • User Management Configuration Screen
  • Add and Manage Users and Clients
  • Add a User
  • Modify User Details
  • Delete a User
  • Add and Modify Clients
  • Add and Manage Accounts
  • Add a New Account
  • Modify Account Details
  • Delete an Account

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  1. Clarity LIMS v6.2 Reference Guide
  2. Configuration

User Management

The User Management configuration screen allows for viewing and managing users, clients, and accounts.

User Management Configuration Screen

  • Users are the individuals who have access to the Clarity LIMS interface. Because each step in Clarity LIMS is associated with a user, you can make use of user profiles to track the work moving through your lab. While users are associated with the steps they perform as part of a project, they are not directly associated with that project—unless they are assigned as the project client.

  • Clients are directly associated with projects in Clarity LIMS. When you create a project, you must associate it with a client. Clients differ from users in that they are not able to log in and access the Clarity LIMS web interface. They are typically external collaborators or customers who submit samples to the lab.

  • Accounts must be directly associated with projects, users, and clients that are created in Clarity LIMS.

    NOTE: Viewing user/client/account details, and adding, modifying, and deleting users/clients/accounts are role-based permissions. For more information, see Configured Role-Based Permissions.

Add and Manage Users and Clients

This section describes how to add and manage users and clients in Clarity LIMS.

When creating users, keep the following in mind:

  • The username must be unique among active users in the system. This is validated when you save the user details.

  • If the username is already associated with an existing user, an error message displays and you are not be able to save the new user profile.

  • All users must provide their email address and reset their password upon upgrading their software to v5.4 (or later).

Add a User

  1. From User Management, select the Users tab.

  2. Select inside the Role field to display a drop-down list of roles:

    • Select the role to assign to this user.

    • To remove a role from this field, select the X to the left of the role name.

  3. [Optional] Enter a title, phone number, and fax number for the user.

  4. Select Save.

    An invitation email is automatically sent to the user. This email includes the login screen URL and information on how to set the login password. You may resend the login instructions email at any time (see Modify User Details).

    The user displays in the Users list.

  5. [Optional] By default, the status of a new user is set to Active, which means that they can log in to Clarity LIMS. To temporarily prevent a user from logging in, change this setting by selecting Archived. (See also Manage User Access)

Modify User Details

  1. From User Management, select the Users tab.

  2. Select the user to modify.

  3. In the User Details area, modify the details as required. If you change the username, a password reset email is sent automatically to the user.

  4. Select Login and Password to access the following options:

    • Send login instructions—Choose this option to re-send the user the login screen URL and information on how to set their login password.

    • Reset password—Choose this option to send the user a link that allows them to reset their login password (see Manage User Access).

  5. Select Save.

Delete a User

  1. From User Management, select the Users tab.

  2. Select the user to delete.

  3. In the User Details area, select Delete.

When deleting users, keep the following in mind:

  • You cannot delete a user if that user has logged in to Clarity LIMS.

  • You cannot delete a user if that user is associated with a project (eg, the user is the project client).

  • Deleting a user removes them from Clarity LIMS. You may instead prefer to archive the user or temporarily remove their access to the system. For details, see Manage User Access.

Add and Modify Clients

When adding new clients, each client must be a unique entry in the LIMS.

To add a client:

  1. From User Management, select the Clients tab.

  2. Select New Client.

  3. In the Client Details area, complete the following required information:

    • Enter the first name and last name of the client.

    • Select inside the Account field and select the client account from the drop-down list.

    • Enter the client email address.

  4. [Optional] Enter client title, phone number, and fax number.

  5. Select Save.

    The user displays in the Clients list, under their account name.

Delete a Clients

A client cannot be deleted if that client is associated with a project.

  1. From User Management, select the Clients tab.

  2. Select the client to delete.

  3. In the Client Details area, select Delete.

Add and Manage Accounts

Accounts are the organizations with which a facility conducts business. In the Clarity LIMS Projects and Samples screen, select the existing account from the Account drop-down list to associate projects and samples with it.

To create a new account, type directly into the Account field.

For Clarity LIMS v6.2 and later, you can also create a new account through the Accounts section of the User Management tab that is under Configuration.

Add a New Account

  1. From Configuration, select the User Management tab.

  2. Select the Accounts tab.

  3. In the Account Details area, select New Account.

  4. Type a name for the account and complete any other applicable fields (eg, Billing Address).

  5. Select Save.

Modify Account Details

  1. From Configuration, select the User Management tab.

  2. Select the Accounts tab.

  3. In the Accounts list, select the account that you want to modify.

  4. In the Account Details area, update the fields that need to be modified.

  5. Select Save.

Delete an Account

  1. From Configuration, select the User Management tab.

  2. Select the Accounts tab.

  3. In the Accounts list, select the account that you want to delete.

  4. Select Delete.

    You cannot delete an account that is associated with a user or project.

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Last updated 9 months ago

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