Managing Users in Your Project¶

Project user management is the responsibility of the PI

Each project registered on the BriCS portal is assigned a Principle Investigator (PI). The PI is the owner of the project and is responsible for managing users allocated to that project. See Project Policies for information on project policies.

This guide is aimed at project PIs and describes how to perform common user management tasks in the BriCS portal. If you are not a PI and would like to be added or removed from a project, please contact the project PI to request this.

Log in to the portal and access your project dashboard¶

In order to manage your project in the BriCS portal, you must first log in to the portal and access the dashboard for your project.

In a web browser, go to https://portal.isambard.ac.uk
If you are not already signed in to the portal, you will be presented with a BriCS login page where you will be able to perform federated login using your institutional identity:
- Select the "Sign in with federation" button
- Select "University Login (MyAccessID)" as your identity provider
- If you are taken to a MyAccessID page, select your institution and follow any instructions provided by MyAccessID
- If you are presented with a institutional sign-on page, authenticate with your institutional credentials as normal

After successful federated login, you will be signed in to the portal using your institutional identity. To access your project's dashboard :

In the portal side navigation menu, select "Projects"
Select the name of your project in "Name" column of the table of project

Invite a user to your project¶

Invite users using an institutional e-mail address

Users authenticate to BriCS services via federated login. Academic users should use their institutional credentials (via MyAccessID).

To avoid issues with members of your project accessing BriCS resources, please send project invitations to their institutional e-mail address, e.g. [email protected].

From the project dashboard in the portal:

Select the "Team" drop-down menu in the horizontal navigation bar
Select "Invitations" from the drop-down menu to display a table of invitations to the project
Select the "⊕ Invite user" button to open an "Invite by e-mail" dialog box
- Enter the institutional e-mail of the user to invite in the text box
- Select the "Select role" box next to the e-mail and select the project member role from the displayed drop down menu
Select the "Continue" button to display a dialog box where an optional custom message can be added to the invitation e-mail
Optionally enter a custom message, then select "Send invitation"

An invitation should be sent to the address provided containing a link to accept the invitation. The invitation will also appear on the "Team > Invitations" page for your project, showing its status, creation, and expiry date.

A copy of the invitation link sent by e-mail can be obtained by selecting the drop-down menu icon next to the e-mail in the table of invitations on the "Invitations" page. If necessary this can be sent to an invited project member by an alternative means (e.g. instant messaging).

Remove a user from your project¶

From the project dashboard in the portal:

Select the "Team" drop-down menu in the horizontal navigation bar
Select "Users" from the drop-down menu to display a table of project members
Move the cursor over a project member's row in the table of "Team members" to display the "Edit" and "Remove" buttons
Select the "Remove" button, then "Yes" in the confirmation dialog

The project member should be removed from the project. They will no longer be able to access the project dashboard in the portal or use resources allocated to the project.

Further information¶

The BriCS portal is built using the Waldur platform. The user guide for Waldur provides general information about using the Waldur platform. Please note that information in this user guide is generic and may not apply to the BriCS portal.