CP Portal Help Center

Project members management

The user who created a project will automatically be assigned a Project admin permission role for that project. The project admin can:

add members to that project
remove members from that project
change the role of a project member, but cannot change their own role

Image: User management page, with functional elements highlighted

Highlighted elements in the User management page:

Members tab
Add new user: Find user by email
Add new user: Assign a role to the new user
Add new user: Add member button
Existing members: email list
Existing members: user role
Existing members: remove user from project

Add a member to project

To add a user to a project:

Open the project settings page, by clicking on the Project settings link in the left sidebar
Start entering the email address of the user you want to add in the Email address field
The CP Portal will automatically recognize the user as you are typing
Select the user from the drop-down list of email addresses that match what you typed
Select the role to assign to the user. Default is Project View-Only
Click the Add member button
The selected user has been added to the current project, with the specified premission role

User can be found if they logged in at least once

Only users that logged in at least once to the CP Portal can be added to a project
If you cannot find the user you want to add in the drop-down, please ask them to login to the CP Portal first

Remove a member from project

To remove a user from a project:

Open the project settings page, by clicking on the Project settings link in the left sidebar
In the list of users with access to the current project, identify the email address of the user which is to be removed
Next to their email address, click on the trash icon
A confirmation dialog will appear
Click Remove to remove the member
Alternatively, click Cancel to leave the user with access to the current project

Change member's role in project

To remove a user from a project:

Open the project settings page, by clicking on the Project settings link in the left sidebar
In the list of users with access to the current project, identify the email address of the user which is to be removed
Next to their email address, double-click on their role
Select a new role from the drop-down list

External user role

Please note that due to security considerations, users with a non-AZ email address will be automatically assigned the "External User" role.
This role can be changed by the Project Administrator to one of the following roles

External User
Project Read
Project Data Scientist
Project View-Only
Project Write

External user (non-AZ email address) cannot be assigned the "Project Admin" neither the "Project Data Owner" role.
Likewise, an internal (AZ) user cannot be assigned the "External User" role.

Project user roles

Tip: Data ownership process description

For a detailed description on the Data Ownership process, roles, and responsibilities, please see here

The following project roles are available in the CP Portal:

User role	Description
Project Data Owner	Enables users to copy slides from this project and change metadata of the slides they own in their home project. All other admin permissions.
Project Admin	Project creator is by default the Project Admin. Enables users to create, modify and delete all data. Can add, remove project members and change member roles. Upload and download permission.
Project Write	Enables users to create and modify all data, delete annotations. Upload and download permission.
Project Read	Enables users to view all data, with download permission.
Project Data Scientist	Enables users to generate results, without slide and annotation edit permission.
Project View Only	Enables users to view all data, but no download permission.
External User	Enables users to create and modify metadata, annotations. Can delete annotations. Upload but no download permission. No permission to create projects, view project members and CP Portal and R&D Imaging platform search.

Global actions permissions

	Data Owner	Project Admin	Project Write	Project Read	Project Data Scientist	Project View Only	External
Create project
View jobs
Browse CP Portal & R&D IT
Create and view the API key

Metadata table permissions

	Data Owner	Project Admin	Project Write	Project Data Scientist	Project View Only	External
Access project
Upload slides
View slide metadata
Delete slides
Export data				slide metadata only	slide metadata only
Run Predictino						subset of apps only
Copy slides	if slide belongs to a home project	if slide has no home project
Update slide-specific metadata	if slide belongs to a home project	if slide has no home project	if slide has no home project			if slide has no home project
Update project-specific metadata

Image viewer permissions

	Data Owner	Project Admin	Project Write	Project Read	Project Data Scientist	Project View Only	External
Create, update annotation sets
Create, update, delete annotations
Save EQ settings for self
Save EQ settings for project

Project settings permissions

	Data Owner	Project Admin	Project Write	Project Read	Project Data Scientist	Project View Only	External
Update project fields
Create, update, remove members
View project members

PyPortal (API) permissions

	Data Owner	Project Admin	Project Write	Project Read	Project Data Scientist	Project View Only	External
Export slides
Create, update, delete annotation sets
Export annotations
Create, extend landmarks

User Manual