The Management page can be accessed by clicking on the corresponding tab under Settings. Note: The Management page is accessible only for users having a Manager role.

The Management page features the following panels:

1. Illumina Support Access

Enable case access for our support team via a slider button to provide billing, administrative, and support services. You can also disable it afterward to ensure maximum security.

1. Storage

Connect a new storage, edit its details, check connection, or delete a storage. Please check out a dedicated Managing data storage article collection for instructions.

1. S3 credentials

Manage API credentials (an access key ID and a secret access key) used to connect to the default AWS S3 storage bucket (32.0+): create, deactivate, activate or delete.

1. Test Statuses

   a. #### Case Statuses

   Create Case statuses, remove Case statuses that haven't been in use and change order of Case statuses by drag and drop. The order will be reflected in the Case Status dropdown featured in Cases table and Individual case page Top bar.

   Be sure to scroll down and click _Save_!

   b. #### Stale Days

   Define the number of days that must pass without the case being finalized for it to be classified as "stale" and subsequently factored into the Stale Cases statistics on the Dashboard.

   Be sure to scroll down and click _Save_!

   c. #### Variant Tags

   Create custom Variant tags and remove Variant tags that haven't been in use. If you're using our reporting solution, please avoid using spaces in the Variant tag name.

   Be sure to scroll down and click _Save_!
2. Test Settings

   a. #### Case Labels Create, edit, and remove Case labels that haven't been in use. Once you're done, don't forget to click Save at the bottom of the Test Settings section*.*

   b. #### Gene lists Create gene lists from scratch or from existing ones, edit, remove, hide, unhide, and download. Adding and removing genes to the list is only available for gene lists that haven't been in use; editing the list name is not restricted.

   c. #### Enrichment kit BED files (30.0+)

   Add enrichment kits defined by BED files and hide/unhide custom kits.

   33.0+: Improved BED validation errors When attaching a BED file to a kit in the Management tab, the system will generate clear and actionable error messages for any exceptions that may occur.

3. Groups

Create and delete user groups as needed, aligning them with your case review workflow. Each user group is represented by its dedicated column in the Cases table.

1. Webhooks

Set up webhooks. You might need assistance from your IT team.

The My settings page can be accessed by clicking on the corresponding tab under Settings.

The My settings page features the following panels:

1. Professional Credentials

Add or modify your details, including: a. Full name, b. Title, c. Specialty, d. License number.

2. _Contact Information_

a. **Add or modify your contact details including:**<br/>
    i. Personal phone number,<br/>
    ii. Office phone number,<br/>
    iii. Office address.<br/>
b. **Check the box to receive updates regarding case status via email**<br/>
![](https://downloads.intercomcdn.com/i/o/850196870/afef037624d33d1c47ce930e/image.png)

3. _Organization_

a. **Choose one of your organizations,**<br/>
b. **Add or modify organization details including:**<br/>
    i. Organization address,<br/>
    ii. Department.<br/>
![](https://downloads.intercomcdn.com/i/o/850199146/97c05b5ba610831c625287ab/image.png)

4. _Roles and Permissions_

Review the permissions you have been granted.

5. _Profile Picture_

Upload or change your profile picture.

The Network page is accessible via the dropdown menu under Settings. Note: The Network page is accessible only for users having a Manager role.

Here, the dedicated network manager can:

• Create networks;

• Define data sharing policies for each network;

• Leave or delete networks.

For detailed instructions on network analysis, refer to the Network section.

The Organization Settings page (33.0+) is accessible via the dropdown menu under . Note: The Organization Settings page is accessible only for users having a Manager .

The Organization Settings page features:

Environment settings

1. Organization URL (ILMN clouds only)

Associating URLs with your workgroup on ILMN Cloud

On ILMN Cloud, customers can easily associate URLs with their current workgroup by selecting from a list of predefined URL patterns. These URLs play a crucial role in organizing and accessing workgroup-specific resources.

Key Points to Remember:

• URL Selection: You can choose from a set of predefined URL patterns.

• Multiple Associations: A single URL can be associated with one or several workgroups.

• Activation Time: After selecting the URL for your workgroup, please allow 1 to 15 minutes for the changes to take effect.

Need a Custom URL?

If you would like to create a new custom URL pattern within your domain, please reach out to our technical support team at for assistance.

2. Platform version

Important! If you switch to a version older than 33.0, the feature will be removed from your Organization Settings, and you will need to reach out to support for platform version changes.

3. Case identifier

By default, Emedgene displays the Case ID in the "EMGXXXXXXXXX" format*.* However, you have the choice to use the Proband ID instead. Please note that the Proband ID has a visible 13-character limitation, with the remaining characters visible upon hovering.

4. Default page (34.0+)

The default page upon entering a case can be customized. You can choose between:

5 . Analysis tools columns order (34.0+)

Lab Workflow settings (34.0+)

1. Presets

1.1. Create Preset

1.2. Review logic behind the Preset

Click on an downward arrow icon left to the Preset's name.

1.3. Edit Preset

1. Click on the ✏️_Edit_ icon;

2. Make the necessary changes. Editing the Preset requires basic understanding of JSON data format;

1.4. Lock/unlock Preset

Locking the Preset prevents any user from changing it.

1. Click on the 🔓_Lock_/Unlock icon;

2. Click on Lock/Unlock in the popup window.

1.5. Delete Preset

1. Click on the 🗑️_Delete_ icon;

2. Confirm your decision by clicking Delete in the popup window.

Note: Only unused Presets can be deleted.

2. Preset groups

In versions prior to 34.0, creating Preset groups required technical support. With 34.0+, Preset groups can be easily created by combining different Presets. Alternatively, you can upload a JSON file that defines the Presets in a Preset group. The file name and schema will be validated upon upload.

The section has two tabs:

• V2 (new)

• V1 (legacy)

Migrating V1 _Preset groups_** to the improved V2 methodology**

2.1. Create Preset group from existing Presets:

1. Click on Add new;

2. From the dropdown, select New;

3. Enter a name for the Preset group. Note: The Preset group can't be renamed later!

4. Select Presets to include in the Preset group. Click Add after selecting each Preset;

5. Drag and drop Presets to change the order;

6. Click on Save.

2.1. Create Preset group from JSON file:

1. Click on Add new;

2. From the dropdown, select From file;

3. From the file browser, select a JSON file that defines a Preset group;

4. The system will thoroughly validate the file;

5. If validation is successful, a Preset group will be created. Any underlying Presets that are missing from your organization will be added as well.

2.3. Review contents of the Preset group (V2 and V1)

Click on an downward arrow icon left to the Preset group's name.

2.4. Edit Preset group

1. Click on the ✏️_Edit_ icon; 2a. Add Presets to the group as needed. Select Presets to include in the Preset group from the dropdown. Click Add after selecting each Preset; 2b. Remove Presets from the group as needed. Click on the 🗙_Remove_ icon on right to the right of the Preset name. 2c. Drag and drop Presets to change the order;

2. Click Save.

2.5. Hide/unhide Preset group

Click on the 👁️_Hide/Unhide_ icon.

2.6. Download Preset group file (V2 and V1)

Click on the ⬇️_Download_ icon.

2.7. Revert *Preset group (*V1)

Click on the ↩️_Revert_ icon to undo the migration.

3. Default Preset group

1. Click on the dropdown arrow;

2. Select the Preset group;

3. Click Save.