Roles & Permissions

The following instructions describe the most of the functionalities available to a program administrator. Users with access to a breeding program have different abilities to review, edit, and manage breeding activities within the program. Depending on your permissions, not all described functionalities described here may be available to you.

Some data in the BMS is program-specific. Other data is crop-specific and can be accessed from any program sharing a crop database. For example, germplasm lists are program specific. However, all programs using a single crop can review and reserve any germplasm in the crop database. 

Program level management activities

• Germplasm lists

• Nurseries

• Trials

• Favorites

Crop level management activities

• Germplasm and Inventory

• Locations

• Ontology terms

• Breeding methods

System Administrator

The system administrator, or Super Admin: adds new system users, defines user roles and permissions, and manages the BMS on a local or cloud server.  The system administrator determines which crops to install and is responsible for maintaining the BMS, backup files, and server security.  The system administrator can review and access all programs. See your system administrator if you need to access functionalities unavailable due to permission restrictions or if you have concerns about data security or BMS performance.

Program Administrator

A program administrator has full permissions within programs where they are members - including the ability to add new system members, manage the crop ontology, and import new germplasm into the system (these topics are described in other manual sections). 

• Add new system users

• Add new programs

• Manage program settings

  • Basic Details: Name program

  • Members: Assign system users to programs

  • Locations: Add locations and establish program favorites

  • Breeding Methods: Add methods and establish program favorites

Open

Restricted Permissions

Permissions can be restricted in a variety of ways. The following screenshot illustrates the BMS default breeder view. The Program Administration module is not available

Open

Add New Program

• Select Add A Program from the administrative buttons on the header menu.

Specify Crop

System administrators establish the available crops. Contact your system administrator to request additional crops.

• Select the desired crop from the drop-down menu.

• Add a program name. Select the Program Start Date.

• Save

After saving will be re-directed to the Manage Program Settings of the new program.

Delete Program

• In Manage Program Settings, click Delete

• Confirm deletion

Manage Program Members

You can add any active system user to programs where you have administrative permission.

• Select the Members tab

Program members are displayed by default

• Click on Show available users

The Available Users and Program members panels are displayed

• Add program members selecting one of the available users

• Drag and drop selected system users into your program. Notice that the Super admin and the program's creator are program members by default.

Assign role popup is displayed

• Select the role desired

• Select Save to finalize the addition of a program member.

Columns in Available Users and Program member panels can be filtered and you can also sort the columns.

• In the Program member panel filter by user name

• Select the user

• Click on the Remove selected members link

A confirmation message is displayed

• Confirm

Manage Locations

Search locations and maintain a list of location favorites.

The Program's favorite locations are displayed by default.

Note: The program used in the example does not have favorite locations set yet.

• Click on the Program Favorite and select No option

• Apply the filter

All locations are displayed

You can search a specific location using Search by field: Abbreviation, Location ID, Location Name, Province Name, Longitud, Latitude, Altitude, Location type.

• Select the Breeding Location type

• Apply the filter

Also, the Location Name can be used for searching a specific location.

• Click on Location Name filter

The filter has different options: Start with, Ends with, Exact Match, Contains

• Select an option and type in the field

• Apply the filter

You can set any location as a favorite location.

Use the filter results for setting favorite locations

• Under the Program Favorite column click on the favorite icon

In addition, you can remove

Manage Breeding Methods

Choose the breeding methods used in the breeding program from the list of available methods. Highlight available methods to populate the program favorites lists. Select Add to Favorite Methods and Save Favorites. Selected breeding methods will be available for selection during generation advancement.

Favorite locations are displayed by default

The user can search for breeding methods using filters in Search by: Description, Code, Group, Date, Type, Class.

• Select an option: Type

• Select an option: Generative (GEN)

• Apply the filter

The Method Name can be used also for searching the breeding methods.

• Select an option

• Type the value

• Apply the filter

You can set any breeding method as a favorite by clicking on the Program Favorite column icon.

The favorite locations can be removed using the same icon.