Associations View

  • Associations are groups of Sesame Users created and maintained by themselves to share data and resources.
  • Associations can be 'labs', 'sites', or 'PIs (Principal Investigators)'.
  • Every Sesame User can create any number of Associations.
  • Every Sesame User can be a Member of any number of Associations.
  • The Sesame User who creates an Association becomes the Master of the Association. The Master maintains the Association's Resources and Membership.
  • A Master can invite other Sesame Users to become Members of the particular Association and can remove any Member from the Association. However, a Master cannot force a Sesame User to become a Member of an Association.
  • If, after login, the Associations window appears automatically in the Board, there is at least one pending Application to one of the Mastered Associations. The Applications field will show only the Applications issued to the Association selected in the upper part of the Associations window.
  • An Invited User can either accept the Invitation issued by a Master and become a Member of an Association, or can refuse it.
  • No User can become a Member of an Association unless invited.
  • Both sides can terminate the relationship at any time. A Master can remove a Member from a Mastered Association and any Member can leave an Association.
  • The Association's Resources and all the data created by Users as Members of an Association are only visible and accessible to the Members of that particular Association. Once a Member leaves the Association, her data will stay in the Association, and will be not accessible by her, even if the data were created and owned by her.
  • Every Sesame User is automatically a Member of the 'World' Lab.

Fields

  • The upper part of the Associations window shows the Associations of which the current User is Master.
    • Name is the unique Association name. Up to 16 characters.
    • Type shows both the Association's type and the current User's Membership type.
      • Lab Master maintains the Lab Resources and the Membership of a Lab.
      • PI maintains the Principal Investigator Resources, the PI's group and the permits that give them access to Sites.
      • Site Admin maintains the Site Resources, the Site's Membership, Staff and PIs. A User can access a Site if he has a valid permit from a PI who is a Member of the Site.
  • The bottom part of the Associations window shows the Membership and the Membership type for the selected Association.
    • Memberships shows the Members of the selected Association. To sort by a column, double click on that column's header.
      • User Name
      • Family Name
      • Given Name
      • Association Type
        • Lab Member
        • PI's Group Member
        • Site PI
        • Site Staff
        • PI
    • Invitations shows the Sesame Users that have a pending Invitation for the selected Association. To sort by a column, double click on that column's header.
      • User Name
      • Family Name
      • Given Name
      • Association Type
        • Lab Member
        • PI's Group Member
        • Site PI
        • Site Staff
        • PI
    • Applications shows the Sesame Users that have a pending Application for the selected Association. To sort by a column, double click on that column's header.
      • User Name
      • Family Name
      • Given Name
      • Association Type
        • Lab Member
        • PI's Group Member
        • Site PI
        • Site Staff
        • PI

Open Associations View

  1. To open the Associations window in the Board, on the Options menu, click Associations.
  2. To make the Associations window active if it is already in the Board, on the Board's Window menu, click Associations, or click on the Associations window's Title bar.

Note

  • To create a new Association in the database, see Create Association.
  • The upper and bottom part of the Associations window can be resized by dragging the divider between the two parts.

Refresh Associations

  1. Make the Associations window active in the Board.
  2. On the Associations menu click Refresh Associations.

Note

  • The content of the Associations window will be reloaded from the database. Equivalent to closing and reopening Associations.

Create Association

  1. Make the Associations window active in the Board.
  2. On the Associations menu click Create Association.
  3. Fill out the popup's fields:
    • Name of the new Association, e.g. "John Doe Lab", "Area 51", etc. For PI type, the Name is predefined as the current User's User name. Up to 16 characters.
    • Type of the Association:
      • Lab to create a new Lab and to become the Lab Master for it.
      • PI to become a Principal Investigator.
      • Site to create a new Site and to become the Site Administrator for it.
  4. Click on the Create button to create the new Association, or, Cancel to cancel.

Note

  • An existing Association can not be renamed or deleted except by a Sesame Administrator. Not an easy task, so don't count on it.
  • The Association names are unique in a Sesame instance.

Close Associations

  1. Make the Associations window active in the Board.
  2. On the Associations menu click Close Associations, or click the X button on the window's Title bar.

Remove a Member

  1. Select an Association in the upper part of the Associations window.
  2. Select a row in Memberships field.
  3. Click on the ICON button on the right side of the Memberships field.
  4. Click OK on the 'Are You Sure' popup.

Note

  • Only a Master can remove an Association member.
  • Every User can remove himself from an Association (see Memberships).
  • A Master of an Association can not remove himself from the Mastered Association.
  • If a Member is accidentally removed, they can be reinvited to the Association. Once they have accepted the invitation, their Membership will be restored.

Issue an Invitation

  1. Select an Association in the upper part of the Associations window.
  2. Click on the ICON button on the right side of the Invitations field.
  3. Do a search in the User Search Panel window:
    1. Set the search criteria fields in the upper part of the window.
    2. In the Board, in the Options menu click on Search for Members by Name
    3. To sort the results by a column, double click on the particular column's header.
  4. Select a row (a User) in the lower part of the User Search Panel window and drag and drop it to the Associations window's Title bar.
  5. Select the invitation type in the 'Are You Sure' popup's dropdown field. Only the types relevant to the current Association will be shown.
    • Lab Member
    • PI's Group Member
    • Site PI
    • Site Staff
    • PI
  6. Click Invite to issue the Invitation.

Note

  • An accidentally issued Invitation can be removed.
  • When a User with a pending Invitation logs in to Sesame, they will be presented with the Memberships window to resolve the pending Invitation.

Remove an Invitation

  1. Select an Association in the upper part of the Associations window.
  2. Select a row in the Invitations field.
  3. Click on the ICON button on the right side of the Invitations field.
  4. Click OK on the 'Are You Sure' popup.

Note

  • An accidentally removed invitation can be reissued.

Accept an Application

  1. Select a row in the Applications field.
  2. Click on the ICON button on the right side of the Applications field.

Note

  • This operation will remove the selected User from the Applications field and will add it to the Memberships field.
  • If a User's application was accidentally accepted, the User can be removed from the Memberships field.
  • The Applications field will show only the Applications issued to the Association selected in the upper part of the Association window.
  • If, after a login, the Associations window appears automatically in the Board, there is at least one pending Application to one of the Mastered Associations.

Refuse an Application

  1. Select a row in Applications field.
  2. Click on the ICON button on the right side of the Applications field.
  3. Click OK on the 'Are You Sure' popup.

Note

  • If a User's Application was accidentally removed, the Master can reissue an Invitation to the particular User.
  • The Applications field will show only the Applications issued to the Association selected in the upper part of the Association window.
  • If, after login, the Associations window appears automatically in the Board, there is at least one pending Application to one of the Mastered Associations.

Memberships Report

  1. Make the Associations window active in the Board.
  2. On the Report menu click Memberships.

Note

  • The Memberships Report will be shown in the Table Report view.

View Association Profile

  1. Double click on an Association in the upper part of the Associations window.

View User Profile

  1. Double click on a row in Memberships, Invitations or Applications field.

See also

Copyright © 1999-2017 Zsolt Zolnai, and the University of Wisconsin - Madison