COI - Managing COI Permissions

Overview

The Kuali COI system has a variety of permission options available. COI permissions are managed through the Kuali Groups Service, and allow institutions to assign COI Administration, COI Reviewer, COI Report Viewer and COI Viewer rights at various levels of their Hierarchy.

Navigate to Kuali Groups

Next navigate to http://{Your School's Kuali domain}/groups.

Example http://greendale.kuali.co/groups

This will display all the groups in your institution's hierarchy. If any groups are missing, and you need to update the hierarchy see the System Admin - Push Units to Kuali Groups article.

NOTE: The COI Administrator, and COI Reviewer roles are still primarily maintained in the Kuali Research monolith. Specifically the 'COI Administrator' and 'COI Reviewer' roles need to be assigned to the appropriate people in their Person record of Sponsored Programs system.  

If you want to automatically give your Administrators access to the COI Reports then please add your COI Administrator role to the Role_Ids_To_Push_To_Groups parameter, and then push your unit hierarchy to Groups. You will need to do this every time you change the membership of the COI Administrator role, or manually maintain membership in both systems.

To assign permissions first click on the group within the hierarchy you want to assign permissions to.  Users will inherit permissions for all groups that report up to groups they are assigned to.

Once you click on a group you will see a read only display of all roles in the group, and the members of those roles. There may be several roles listed in your groups in addition to the roles that drive Kuali Protocols permissions.

The roles that drive Kuali Protocols permissions are:

• COI Administrator: This is the role used typically for COI office users so they can review disclosures. They can see, disposition, approve, and take administrative actions on all COI Disclosures. They will also receive notifications when certain actions are taken in the system depending on your institution's configurations.  Also, access to COI Reports for COI Disclosures with a reporter unit in their unit and below.  This role is assigned/maintained in the SP side of Kuali Research.
• COI Reviewer: These users are available to be assigned to review COI Disclosures. This role is assigned/maintained in the SP side of Kuali Research.
• COI Viewer:  Gives view access to final disclosures with no edit or admin permissions; can be used for Dept/College heads or other appropriate administrators that need access to view.  These users have permission to view COIs in all groups that report up to the groups they are assigned this role in. Also, access to COI Reports but limited to the unit(s) they are members of and those units below.
• COI Report Viewer: These users have access to COI Reports but limited to the unit(s) they are members of and those units below.

To make changes to the roles described above press the Edit Group button on the right hand side of the screen.

This will open an editable view of the Group.  Click on the role you need to assign members to and begin typing a search for them. You can search by username, first name, or last name. The field will immediately display possible matches to your search. As soon as you see the user you need to add click on them and they will be added to the role.

To delete a membership from a roll press the trash can icon next to the user's name you need to delete.

Once you have added all the members you need to add to the roles in this group press the Done button on the right hand side of the screen.

Now you can navigate to any other groups you need to add role memberships to and complete the steps above again as appropriate.