Emedgene
Illumina Connected Software
  • Get Started with Emedgene
    • Get started with Emedgene
    • How can Emedgene help you solve a case?
  • Emedgene analyze manual
    • Getting around the platform
      • Top navigation panel
      • Emedgene Applications menu
      • Dashboard
      • Settings
      • User roles
      • Help
      • Okta identity management
    • Managing data storage
      • Manage data storages
      • Manage Azure Blob data storage
      • Manage S3 credentials
      • Manage BaseSpace storage
      • Manage GCS storage (V37.0+)
      • Bring Your Own Bucket
      • Bring Your Own Key
    • Cases tab
      • Cases tab
      • Cases table
      • Case status
      • Browse and select cases
      • Case details
    • Creating a single case
      • Add a new case
      • Select sample type
      • Create a family tree
      • Family tree legend
      • Add a sample
      • Supported Variant callers
      • Adding patient info for the proband
      • Adding patient info for the non-proband samples
      • Secondary findings
      • Labeling a case
      • Gene list
      • Supported parental ethnicities
    • Creating multiple cases
      • Batch case upload from platform
      • CSV format requirements
      • Batch case upload via CLI
    • Reviewing a case
      • Individual case page
      • Individual case page: Top bar
      • Individual case page: Top bar
      • Candidates tab
      • Most Likely Candidates and Candidates
      • Genome Overview
      • Analysis tools tab
      • Variant table columns
      • Variant table
      • Variant search
      • Multiselection of variants and bulk actions (34.0+)
      • Download variants
      • Manually add variants to a delivered case
      • Filters/Presets panel
      • Filters
      • Presets
      • Preset groups
      • Variant Type Filters
      • Variant Effect Filters
      • Quality Filters
      • Polymorphism Filters
      • Gene Filters
      • Phenomatch Filters
      • Inheritance Filters
      • Zygosity Filters
      • User Filters
      • Evidence page
      • Phenotypic match strength
      • Lab tab
      • Versions tab
      • Editing an existing case
      • Finalizing a case
      • Clinical Report
      • Reflex genetic testing
      • Variant zygosity notations
      • STR calling and interpretation
    • Variant page
      • Variant page
      • Variant page top bar
      • Variant tagging widget
      • Variant activity panel
      • Desktop apps panel
      • Clinical Significance section
      • Summary section
      • Quality section
      • Visualization section
      • Population Statistics section
      • Related Cases section
      • CNV overlap percentage
      • Evidence section
      • ACMG SNV Classification wizard
      • Logic behind ACMG classification of SNVs
      • ACMG CNV Classification wizard
      • Variant page sidebar (2.29+)
    • Variant visualization setup
      • Enabling visualization for a VCF case
      • Integration between emedgene and desktop IGV
      • Loading alignment files to your desktop IGV (32.0+)
    • Analyze Network
      • Analyze Network Setup
      • Network sharing configuration
      • Case subject consent for extended sharing
      • Public vs Private network
      • Create a network
      • Set network data sharing policy
      • Leave a network
      • Delete a network
    • Settings
      • My settings
      • Management
      • User Management
      • Network
      • Organization Settings (33.0+)
    • Integrations
      • API Beginner Guide
      • Advanced API Implementations
      • API Key Generation
      • BSSH Integration
      • ICA Integration
      • Webhook Integration
  • Emedgene Curate Manual
    • Curate overview
      • Curate overview
      • Emedgene Applications menu
      • Curate navigation panel
      • Genome assemblies supported by Curate
    • Curate Variants
      • Curate Variants overview
      • Curate Variant table
      • Curate Variant page
      • How to add a variant to Curate
      • Curate Variant annotations in the case
    • Curate Genes (2.28+)
      • Curate Genes overview
      • Curate Gene table
      • Curate Gene page
      • How to add a gene to Curate
    • Import Curate annotations to the case (30.0+)
      • Import Curate Variant annotations to the case (30.0+)
      • Import Curate Gene annotations to the case (30.0+)
  • Frequently Asked Questions
    • All FAQ
      • Which browser should I use with Emedgene?
      • Emedgene annotations and update frequency
      • How do I use developer tools to collect logs?
      • Can I analyze Illumina Complete Long Reads in Emedgene?
      • How do I prepare VCF files generated by DRAGEN MANTA to be used as input for Emedgene?
      • Source of gnomAD data for small variants on GRCh38
      • How are MNVs handled on the platform?
      • Support for gene lists with up to 10,000 genes
      • Genomic Regions by Case Type
      • How do I analyze mtDNA variants?
      • Can I use exome data for CNV detection?
      • How does joint calling work on Emedgene?
      • What is the required format for a BED file defining a kit?
      • Which reference genomes can I use?
      • How do I move between organizations?
      • How do I check the version of my environment?
      • "Failed to generate report". What should I do?
      • How do I prepare VCF files generated by Dragen STR (ExpansionHunter) to be used as input?
      • How does Emedgene Analyze prioritize transcripts?
      • How does Emedgene Analyze merge variants from different sources?
      • Performance issue troubleshooting
      • How does Emedgene calculate variant effect and severity ?
      • How to I prepare metrics files generated by DRAGEN to be used as input for Emedgene
      • How are timekeeping and log timestamps kept accurate and consistent?
  • Release Notes
    • Workbench & Pipeline Updates
      • New in Emedgene V37.0 (February 20, 2025)
        • V37 Patches
      • New in Emedgene V36.0 (October 8 2024)
        • V36 Patches
      • New in Emedgene V35.0 (May 22nd 2024)
        • V35 Patches
      • New in Emedgene V34.0 (January 28th 2024)
        • V34 Patches
      • New in Emedgene V33.0 (September 6th 2023)
        • V33 Patches
      • New in Emedgene V32.0 (June 8th 2023)
        • New pipeline 32 (June 8th 2023)
        • V32 Patches
      • More release notes
        • New in emedgene 31 (March 1st 2023)
        • New in emedgene 30 (January 8th 2023)
        • New in emedgene 2.29 (August 25 2022)
        • New pipeline 5.29 (May 1st 2022)
        • New in emedgene 2.28 (May 1 2022)
        • New in emedgene 2.27 (March 7, 2022)
        • New in emedgene 2.26 (Dec 14, 2021)
        • New in emedgene 2.24-2.25 (Aug 11, 2021)
        • New in emedgene 2.23 (Jun 15, 2021)
        • New in emedgene 2.19-2.22 (Apr 8, 2021)
        • New in emedgene 2.16-2.19 (Dec 7, 2020)
        • New in emedgene 2.12-2.16 (Oct 18, 2020)
    • Knowledgebase Updates
      • 2025
        • Variant Databases (March 30th 2025)
        • Zoidberg 77 (March 17th 2025)
        • Zoidberg 76 (February 3rd 2025)
        • Zoidberg 75 (January 6th 2025)
      • 2024
        • Variant Databases (December 8th 2024)
        • Zoidberg 74 (December 2nd 2024)
        • Zoidberg 73 (October 21th 2024)
        • Variant Databases (September 22nd 2024)
        • Zoidberg 72 (September 10th 2024)
        • Variant Databases (July 21st 2024)
        • Zoidberg 71 (July 24th 2024)
        • Zoidberg 70 (June 3rd 2024)
        • Zoidberg 69 (April 19th 2024)
        • Variant Databases (April 9th 2024)
        • Zoidberg 68 (March 18th 2024)
        • Variant Databases (February 5th 2024)
        • Zoidberg 67 (January 28th 2024)
        • Variant Databases (January 5th 2024)
      • 2023
        • Zoidberg 66 (December 24th 2023)
        • Variant Databases (December 3rd 2023)
        • Zoidberg 65 (November 21th 2023)
        • Variant Databases (November 5th 2023)
        • Zoidberg 64 (October 24th 2023)
        • Variant Databases (October 8th 2023)
        • Zoidberg 63 (September 18th 2023)
        • Variant Databases (September 5th 2023)
        • Zoidberg 62 (August 23th 2023)
        • Zoidberg 61 (August 16th 2023)
        • Variant Databases (August 6th 2023)
        • Zoidberg 60 (July 30th 2023)
        • Variant Databases (July 2nd 2023)
        • Zoidberg 59 (June 18th 2023)
        • Variant Databases (June 4th 2023)
          • Variant Databases (May 7th 2023)
        • Zoidberg 58 (May 21th 2023)
        • Zoidberg 57 (April 16th 2023)
        • Variant Databases (April 2nd 2023)
        • Zoidberg 56 (March 19th 2023)
        • Variant Databases (March 11th 2023)
        • Zoidberg 55 (February 19th 2023)
        • Zoidberg 54 (January 16th 2023)
    • Change log
      • Change log pipeline v34
      • Change log pipeline 31
      • Change log workbench 31
      • Change log pipeline 30
      • Change log workbench 30
      • Change log workbench 2.29
      • Change log pipeline 5.29
      • Change log workbench 2.28
  • Legal
    • Privacy, Security & Compliance
    • Release Policy
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  1. Emedgene analyze manual
  2. Getting around the platform

User roles

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Last updated 6 months ago

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Emedgene users are defined by roles. Roles are managed in > . Access to the User Management tab is restricted to those with the appropriate permission.

The available roles for Emedgene are described below:

User Role
Description
Component / Flow
User Level

Acmg Tags

Allows to see ACMG Tags

Analyze > Variant page

All

Acmg Tags Edit

Allows to edit ACMG classification

Analyze > Variant page

Analyst, Director, Manager

Add New Test

Allows to manually create a case or (32.0+) upload a batch of cases via .csv

Analyze > Add a new case

Analyst, Director, Manager

Apidocs

Allows to see API documentation

Analyze

IT team

Auto Analysis

Allows to see the AI Shortlist analysis results

Analyze > Variant page

All

Candidate Compound With

Allows to combine two compound variants by gene name on the candidate page

Analyze > Case page

Analyst, Director, Manager

Change Finalized Test Status

Allows to unlock a finalized case

Analyze > Case page

Director, Manager

Check Preset

Allows to implement Presets from a list

Analyze > Case page

Analyst, Director, Manager

Comment

Allows to send a comment

Analyze > Case page

Analyst, Director, Manager

Comment Delete

Allows to delete a comment

Analyze > Case page

Manager

Create Report

Allows to generate report template

Analyze > Clinical report

Director, Manager

Create Variant

Allows to create an additional variant

Analyze > Case page

Director, Manager

Developer

Allows to see developer settings (Webhook)

Analyze

IT team

Download

Allows to download files

Analyze > Case page

Analyst, Director, Manager

Due Date

Allows to edit due date

Analyze > Case page

Analyst, Director, Manager

Edit Test

Allows to edit test's info

Analyze > Case page

Analyst, Director, Manager

Evidence

Allows to see evidence page

Analyze > Variant page

All

Evidence Edit

Allows to edit evidence page

Analyze > Variant page

Analyst, Director, Manager

Evidence Generate

Allows to generate initial evidence

Analyze > Variant page

Analyst, Director, Manager

Evidence Pathogenicity Edit

Allows to edit evidence pathogenicity

Analyze > Variant page

Analyst, Director, Manager

Evidence Text Edit

Allows to edit evidence text (Variant interpretation)

Analyze > Variant page

Analyst, Director, Manager

Gene Lists Read Only

Allows to show the gene list

Analyze

All

Gnomad Genome

Allows to see GnomAD genome data annotation

Analyze > Variant page

All

KMS

Allows to access Emedgene Curate

Curate

All

KMS Create Gene

Allows user to create a new gene in KMS

Curate

Manager

KMS Create Variant

Allows to create new variant in KMS

Curate

Manager

KMS Export

Allows user to export from varpage to the KMS

Curate

All

KMS Import Network Variant

Allows user to import variants from Network to Curate

Curate

Manager

KMS Update Disease ID

Allows to update disease ID of the variant in KMS

Curate

Manager

KMS Update Gene Interpretation

Allows user to update gene interpretation in KMS

Curate

Manager

KMS Update Gene Transcript Ref Sequence

Allows user to update a gene selected transcript in KMS

Curate

Manager

KMS Update Gene Note

Allows user to update gene note in KMS

Curate

Manager

KMS Update Interpretation

Allows to update interpretation of the variant in KMS

Curate

Manager

KMS Update Note

Allows to update variant note in KMS

Curate

Manager

KMS Update Pathogenicity

Allows to update pathogenicity of the variant in KMS

Curate

Manager

KMS Update Transcript

Allows to update transcript of the variant in KMS

Curate

Manager

Load Bam IGV

Allows to synchronize external IGV viewer with the platform

Analyze > Case page

All

Manage Case Default Page (34.0+)

Allows to set a default page upon entering a case

Analyze > Settings

Manager

Manage Case Identifier (33.0+)

Allows to set a custom case identifier

Analyze > Settings

Manager

Manage Column Order (34.0+)

Allows to customize the default order of Variant table columns.

Analyze > Settings

Manager

Manager Edit Variant Tags

Allows user to manage variant tags

Analyze > Settings

Director, Manager

Manage Gene List

Allows to create, edit gene lists

Analyze > Settings

Manager

Manage Gene List Visibility

Allows to manage gene list visibility

Analyze > Settings

Manager

Manage Kit Bed (30.0+)

Allows user to manage kits and bed uploads

Analyze > Settings

Manager

Manage Labels

Allows to manage labels

Analyze > Settings

Manager

Manage Platform Version (33.0+)

Allows to set a platform version

Analyze > Settings

Manager

Manage S3 Credentials (32.0+)

Allows to create access key and secret key; deactivate, activate and delete access key.

Analyze > Settings

Manager

Manager Support Access (31.0+)

Enable/disable support access to the organization

Analyze > Settings

Manager

Manage Test Presets

Allows to create Presets from gene lists, filter

Analyze > Settings

Analyst, Director, Manager

Manage URL Pattern (33.0+)

Allows to set a platform version

Analyze > Settings

Manager

Manager

Organizational admin (manager) role

Analyze

Manager

Multiple Storage

Allows to change the organization URL pattern

Analyze > Settings

Manager

Network

Allows to see available networks, request to join networks, leave networks, approve or reject invitations to join networks, edit existing networks of organization

Analyze > Settings

Manager

Network Create

Allows to create a new network

Analyze > Settings

Manager

Network Manage (32.0+)

Allows to create a network and define its sharing policy; leave networks

Analyze > Settings

Manager

Phenomatcher

Allows to filter by phenotypic match

Analyze > Case page

All

Preset Create (34.0+)

Allows to create Presets from active filters

Analyze > Case page;

Analyze > Settings

Analyst, Director, Manager

Preset Group Create (34.0+)

Allows to create and edit Preset groups

Analyze > Settings

Analyst, Director, Manager

Preset Group Default (34.0+)

Allows to set a default Preset group

Analyze > Settings

Manager

Preset Group Download (34.0+)

Allows to download a legacy (V1) Preset group JSON file

Analyze > Settings

Manager

Preset Group Hide (34.0+)

Allows to hide a Preset group from the Preset groups list offered at case creation

Analyze > Settings

Analyst, Director, Manager

Preset Group Revert (34.0+)

Allows to revert migration of a legacy Preset group

Analyze > Settings

Manager

Preset Delete (34.0+)

Allows to delete a non-locked Preset

Analyze > Settings

Analyst, Director, Manager

Preset Lock (34.0+)

Allows to lock and unlock editing the Preset

Analyze > Settings

Manager

Preset Manage (34.0+)

Allows to view and edit a Preset in JSON format

Analyze > Settings

Manager

Re Upload Tab

Allows to re-upload files

Analyze > Case page

Analyst, Director, Manager

Render Template

Allows to create a variant interpretation paragraph on the fly

Analyze > Clinical report

Analyst, Director, Manager

Report

Allows to export a report as a PDF

Analyze > Clinical report

Director, Manager

Report Preview

Allows to preview report

Analyze > Clinical report

All

Sanger Edit

Allows to edit Sanger sequencing information

Analyze > Variant page

Analyst, Director, Manager

Storage Provider

Allows to manage storage providers

Analyze > Settings

Manager, IT team

Tag Variant

Allows to tag a variant

Analyze > Variant page

Analyst, Director, Manager

Test Status

Allows to change test status

Analyze > Case page

Analyst, Director, Manager

Test Status Move to Trash

Allows to assign a Move to trash Case status

Analyze > Case page

Manager

Test Status to Finalized

Allows to change case status to finalized

Analyze > Case page

Director, Manager

Transcript Edit

Allows to change the default transcript for variants

Analyze > Variant page

Analyst, Director, Manager

Unknown Phenomatch

Allows to use Unknown Phenomatch variant filter

Analyze > Case page

All

Upload

Allows to upload files to be associated to a case

Analyze > Add a new case

Analyst, Director, Manager

User

Regular user role

Analyze

All

User Management

Allows to manage users

Analyze > Settings

Manager

User Read (30.0+)

Allows users access to organization data

Analyze

All

User Rerun Case

Allows to rerun cases

Analyze > Edit case info

Analyst, Director, Manager

Versions Tab

Allows seeing the versions tab

Analyze > Case page

All

If you are not seeing part of the roles from the user management interface, please be in touch with our .

Settings
User Management
support