Account & Module Settings

Setting up your iNode account correctly from the start makes everything easier. This page covers two key areas of account settings: your general account settings, which help you manage and personalise your account, and your study settings, which apply across all modules and help you manage your studies throughout their lifecycle.

Account Settings

Study Access and Permission

Access to studies within iNode modules is controlled through role-based permissions. Permissions determine whether a user can create studies, view studies, share studies, or manage ownership and access settings.

The following access levels are available:

• Super Admin

Users with Super Admin access have full administrative control. In addition to all Admin permissions, Super Admins can override study ownership and modify sharing permissions for any study within the organization.

• Admin

Users with Admin access can view all studies created within the organization, including studies created by other users. However, Admins cannot modify ownership or override sharing permissions for studies they do not own.

• Editor

Users with Editor access can create and manage their own studies. Editors can view only the studies they created, unless additional studies are shared with them. Editors can share studies they own with other users.

• Viewer

Users with Viewer access can only view studies that have been explicitly shared with them. Viewer accounts cannot create, edit, delete, or share studies.

Managing User and Access (Super Admin Only)

Super Admins can manage organization users and control study-level access from two locations within Settings:

• the Users page
• the Access tab within individual studies.

Users

The Users page lists all members in the organization. The Active tab shows users who have accepted their invitation and currently have access; the Inactive tab shows users who have been deactivated.

To invite someone to the organization, use the Send Invitation section. Enter their Email and select a Role from the dropdown, then submit. Invitations can be sent to users inside or outside the organization. The assigned Role determines their default access level across studies.

Any invitation that has been sent but not yet accepted will appear under Pending Invitations. From there, the invitation can be resent or deleted.

Study-Level Access

Once a study has been processed, its access can be managed from the Access tab found under the study results. This allows a Super Admin to assign a Creator and share the study with specific users within the organization. Users added here can view that study regardless of their organization-wide role. The table shows who the study has been shared with, who shared it, and when they were added.

Labels

Labels make it easier to organize and manage projects. These labels appear in billing records, making costs easier to track, and they are also searchable, helping you quickly retrieve past projects by label. By tagging studies with meaningful labels, you can maintain consistency across projects and streamline both reporting and project management.

To create a Label for your study:

1. Click on Settings

2. Go to Labels

3. Fill in the following fields:

• Label Name
• Value
• Color

4. Once the fields have been written then click the Add button

To assign/label to a study:

1. Go to the tab Labels under the results of your study then:
2. Click on Assign Label

3. Type in the Name, Value, in addition to selecting a Colour.

4. Click Add/Create.

To assign a Label that has already been created, simply search for the name of the label under Name.

Once you have added or selected your label Name, its Value and Colour, it will appear on the following screen. All your Labels can be searched by Label or the Value assigned to it.

Module Settings

The following settings and features apply across all modules and help you manage your studies throughout their lifecycle.

Studies can be found on the study list page. The tabs at the top allow you to filter studies by status:

• Active: studies that are currently processing or have completed results available
• Archive: studies that have been archived
• Draft: studies that have been saved via Save Draft and not yet submitted
• Person icon: opens a summary of your organization's account credits, showing credits remaining, total credits, reports used, allowed reports, expiry date, maximum route length, date range limitations, and the number of date and time ranges permitted per report

Save Draft

When creating a study, if you would like to exit and continue your progress at a later date, click Save Draft in the bottom right of the study creation screen. This option is available throughout the study creation process.

Table of content

• Account & Module Settings
• Account Settings
• Study Access and Permission
• Managing User and Access (Super Admin Only)
• Labels
• Module Settings
• Study List
• Save Draft