User Management & Permissions

OpenEyes implements a comprehensive role-based access control (RBAC) system for managing user permissions across the application.

User Management

Accessing User Administration

The admin interface is accessible at /admin/users and is managed by the AdminController:

Navigate to Admin Section

Access via main menu → Admin → Users

Search for Users

Use the search box to filter by name, ID, or username

Add or Edit Users

Click “Add User” or select an existing user to modify

User Model Structure

The User model (protected/models/User.php) contains:

integer

Unique user identifier

string

required

User’s first name (max 40 characters)

string

required

User’s last name (max 40 characters)

string

required

User’s email address (max 80 characters)

string

Professional title (Dr, Mr, Mrs, Ms, etc.)

boolean

default:"1"

Whether user has access to all firms/contexts

boolean

Mark user as a consultant

boolean

Mark user as a surgeon (requires additional fields)

integer

Doctor grade (required if is_surgeon = 1)

string

Professional registration code (required for surgeons)

integer

Link to contact record with full details

Creating a New User

When creating a user, the system requires:

Basic Information: Name, title, email
Authentication: At least one institution authentication
Roles: One or more system roles
Context Access: Firm assignments (if global_firm_rights = 0)

// protected/controllers/AdminController.php:947
public function actionEditUser($id = null)
{
    $user = $id ? User::model()->findByPk($id) : new User();
    
    if ($request->getIsPostRequest()) {
        // Validate and save user
        $user->attributes = $request->getPost('User');
        
        if ($user->save()) {
            // Save contact
            $contact->save();
            
            // Save roles
            $user->saveRoles($user_attributes['roles']);
            
            // Save firm assignments
            $user->saveFirms($user_attributes['firms']);
            
            // Save authentication entries
            foreach ($user_auths_attributes as $auth) {
                $user_auth->save();
            }
        }
    }
}

// protected/models/User.php:79
public function rules()
{
    return [
        ['email, first_name, last_name, global_firm_rights', 'required'],
        ['first_name, last_name', 'length', 'max' => 40],
        ['email', 'email'],
        // Surgeon-specific rules
        ['doctor_grade_id, registration_code', 'required', 
         'on' => 'is_surgeon'],
    ];
}

When global_firm_rights is set to 0 (No), at least one firm must be assigned to the user or validation will fail.

User Authentication

OpenEyes supports multiple authentication methods per user through the UserAuthentication model.

Authentication Types

BASIC (Local)
LDAP
SAML
OIDC

Local database authentication with password management.Features:

Password complexity requirements
Password expiration
Account lockout after failed attempts
Password history tracking

Configured via AUTH_SOURCE=BASIC environment variable.

External LDAP/Active Directory authentication.Configuration:

AUTH_SOURCE=LDAP
OE_LDAP_SERVER=ldap://ldap.example.com:389
OE_LDAP_BIND_DN=cn=readonly,dc=example,dc=com
OE_LDAP_BASE_DN=ou=users,dc=example,dc=com

No password stored locally for LDAP users.

SAML-based single sign-on.Configuration:

AUTH_SOURCE=SAML
SSO_BASE_URL=https://openeyes.example.com
SSO_ENTITY_ID=https://idp.example.com
SSO_APP_EMBED_LINK=https://app.example.com/embed

OpenID Connect authentication.Configuration:

AUTH_SOURCE=OIDC
SSO_PROVIDER_URL=https://auth.example.com
SSO_CLIENT_ID=openeyes-client
SSO_CLIENT_SECRET=secret_value
SSO_ISSUER_URL=https://auth.example.com
SSO_REDIRECT_URL=https://openeyes.example.com/oidc/callback

UserAuthentication Model

File: protected/models/UserAuthentication.php

integer

Authentication record ID

integer

required

Reference to user

integer

required

Links to institution’s authentication method

string

required

string

Hashed password (for BASIC auth only)

string

Password salt (legacy, being phased out)

string

Status: current, expired, stale, or softlocked

integer

Failed login attempt counter

datetime

Last password change timestamp

boolean

default:"true"

Whether authentication is active

Password Management

// protected/models/UserAuthentication.php:244
public function verifyPassword($password)
{
    // Modern password_verify method
    if (!$this->password_salt) {
        return password_verify($password, $this->password_hash);
    }
    
    // Legacy method (auto-upgrades to modern)
    if (PasswordUtils::hashPassword($password, $this->password_salt) 
        === $this->password_hash) {
        // Re-hash with modern method
        $this->password_salt = null;
        $this->password_hash = PasswordUtils::hashPassword($password, null);
        $this->save();
        return true;
    }
    
    return false;
}

OpenEyes automatically upgrades legacy password hashes to the modern password_hash() method on successful login.

Role-Based Access Control (RBAC)

OpenEyes uses Yii’s built-in RBAC system with three database tables:

authitem - Roles, tasks, and operations
authitemchild - Role hierarchy
authassignment - User role assignments

Default Roles

admin

System AdministratorFull access to all system features including:

User management
System settings
All institutions
Module administration

User

Standard UserBasic clinical access:

Patient records
Event creation
Clinical notes
Limited to assigned contexts

Prescribe

PrescriberPermission to prescribe medications:

Create prescriptions
Manage drug lists
View medication history

Med Administer

Medication AdministratorPermission to administer medications:

Record administration
Document adverse reactions

Edit

EditorEnhanced editing permissions:

Edit locked events
Modify historical data

View clinical

Clinical ViewerView-only clinical access:

Read patient records
View clinical events
No editing capabilities

Checking User Permissions

// Check if user has specific role
if (Yii::app()->authManager->checkAccess('admin', $userId)) {
    // User is an admin
}

// Check in controller action
if (!$this->checkAccess('admin')) {
    throw new CHttpException(403, 'Access denied');
}

// Get user's roles
$roles = Yii::app()->authManager->getRoles($userId);

// Check if user has specific role (User model)
if ($user->hasRole('Prescribe')) {
    // User can prescribe
}

Managing User Roles

// protected/models/User.php:549
public function saveRoles(array $roles)
{
    $old_roles = array_map(fn($role) => $role->name, $this->roles);
    $added_roles = array_diff($roles, $old_roles);
    $removed_roles = array_diff($old_roles, $roles);
    
    // Assign new roles
    foreach ($added_roles as $role) {
        Yii::app()->authManager->assign($role, $this->id);
    }
    
    // Revoke removed roles
    foreach ($removed_roles as $role) {
        Yii::app()->authManager->revoke($role, $this->id);
    }
}

Firm/Context Management

Users can be restricted to specific firms (clinical contexts) when global_firm_rights = 0.

Firm Assignments

A “firm” in OpenEyes represents a clinical service or team, typically associated with:

A subspecialty (e.g., Cataract, Glaucoma, Retina)
A consultant or service lead
One or more sites

// Get user's available firms
$firms = $user->getAvailableFirms();

// Get firms for current institution only
$institutionFirms = $user->getFirmsForCurrentInstitution();

// Save firm assignments
$user->saveFirms([1, 5, 12]); // Array of firm IDs

Users without global_firm_rights must have at least one firm assigned, or they cannot access clinical functionality.

PIN Code Management

OpenEyes supports PIN-based authentication for quick actions and signing:

// Generate PIN for user
$user->generatePin();

// Regenerate existing PIN
$user->generatePin($regenerate = true);

// Verify PIN
if ($user->checkPin($pincode, $user_id, $institution_id, $site_id)) {
    // PIN verified
}

// Check if regeneration limit reached
if ($user->isPincodeRegenReachLimit()) {
    // User has reached 5 regenerations in 12 months
}

PINs can be regenerated up to 5 times within a 12-month period for security purposes (see User.php:48).

Institution-Specific Users

Non-admin users are typically restricted to their assigned institution:

// protected/controllers/AdminController.php:881
if (!$this->checkAccess('admin')) {
    // Get only users for current institution
    $institution = Yii::app()->session['selected_institution_id'];
    
    // Exclude installation admins
    $user_ids = array_diff($institution_user_ids, $admin_user_ids);
    
    $criteria->addInCondition('t.id', $user_ids);
}

API Reference

User Methods

File: protected/models/User.php

getFullName() - Returns “FirstName LastName”
getFullNameAndTitle() - Returns “Title FirstName LastName”
getRoles() - Returns array of CAuthItem roles
hasRole($targetRole) - Check if user has specific role
saveRoles($roles) - Assign roles to user
saveFirms($firms) - Assign firms to user
getAvailableFirms() - Get firms user can access
generatePin($regenerate) - Generate or regenerate PIN

UserAuthentication Methods

File: protected/models/UserAuthentication.php

verifyPassword($password) - Verify password hash
handlePassword() - Process password on save
setPasswordHash() - Hash password before save
isLocalAuth() - Check if using local authentication

Security Best Practices

Strong Passwords

Configure password complexity requirements via pw_restrictions parameters

Least Privilege

Grant users only the roles they need for their work

Regular Audits

Review user accounts and permissions regularly

Disable Inactive Users

Set active = 0 on UserAuthentication for inactive accounts

Get Started

User Guide

Clinical Modules

Administration

Development

User Management & Permissions

User Management

Accessing User Administration

User Model Structure

Creating a New User

User Authentication

Authentication Types

UserAuthentication Model

Password Management

Role-Based Access Control (RBAC)

Default Roles

admin

User

Prescribe

Med Administer

Edit

View clinical

Checking User Permissions

Managing User Roles

Firm/Context Management

Firm Assignments

PIN Code Management

Institution-Specific Users

API Reference

User Methods

UserAuthentication Methods

Security Best Practices

Strong Passwords

Least Privilege

Regular Audits

Disable Inactive Users

​User Management

​Accessing User Administration

​User Model Structure

​Creating a New User

​User Authentication

​Authentication Types

​UserAuthentication Model

​Password Management

​Role-Based Access Control (RBAC)

​Default Roles

admin

User

Prescribe

Med Administer

Edit

View clinical

​Checking User Permissions

​Managing User Roles

​Firm/Context Management

​Firm Assignments

​PIN Code Management

​Institution-Specific Users

​API Reference

​User Methods

​UserAuthentication Methods

​Security Best Practices

Strong Passwords

Least Privilege

Regular Audits

Disable Inactive Users

​Related Documentation

User Management

Accessing User Administration

User Model Structure

Creating a New User

User Authentication

Authentication Types

UserAuthentication Model

Password Management

Role-Based Access Control (RBAC)

Default Roles

Checking User Permissions

Managing User Roles

Firm/Context Management

Firm Assignments

PIN Code Management

Institution-Specific Users

API Reference

User Methods

UserAuthentication Methods

Security Best Practices

Related Documentation