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  1. Click the Projects main menu item (top of page).
  2. From the Projects page, click the Project Name link for the Project to which the site(s) will be added (middle panel, below toolbar).
  3. From the Projects Overview page, click the Users link in the selector panel (left-hand side, below toolbar).
  4. Click the Green Plus icon to add a new user to the Project (right-hand side, below toolbar)
  5. Select the new user to add in the Select User box that appears 

    Note

    If the name of the user to add is NOT listed, first Add the User to StudyTRAX


  6. Check the box next to each role the new user will be granted.  Most roles are Site specific, thus, only check the boxes for the Sites that apply to the new user. Roles include (learn more here):
    1. Project ManagementCreate, set up (e.g., create forms, set data collection schedule), and maintain research projects; build automated clinic notes and/or subject reports; program any needed protocol logic (e.g., screening algorithim algorithm for pass / fail). This role controls all setup options for a specific Project / study.
    2. Publish ReportsCan "Publish" / make available Workbench reports to others through the Reports main menu item
    3. Data Set Managment ManagementCreate and maintain data sets which include variables from forms, as well as creating calculated variables (e.g., change score from Baseline to Last Follow-up) and recoded variables (e.g., colapsing collapsing a 'Race' variable from 6 categories to 2).
    4. Randomize

      Randomize subjects to treatment group.

      Info

      This role is ONLY applicable for Projects with the "Randomization" feature selected


    5. ReportsRun both the canned reports that come with StudyTRAX (e.g., Data Completion Report, Follow-up Status Report), as well as custom reports created in the Workbench area
    6. Signing

      Sign (lock) case report forms.

      Info

      This role is ONLY applicable for Projects with the "Electronic Signatures" feature selected


    7. Subject Administration

      Setup and maintain subject user accounts (e.g., create a subject's initial User ID, Password, and enter other account information [their email address]).

      Info

      This role is ONLY applicable for Projects with the "Subject Login" feature selected


    8. Subject ManagementEnter subject data (e.g., key in data on electronic forms) as the secondary person for double data entry. Info 
    9. Query Management: Able to "Create" and "Close" queries.
    10. Subject Management - Secondary (Double Data Entry):  Enter data as a secondary user   

      Info

      This role is ONLY applicable for Projects with the "Double Data Entry" feature

      selectedSubject

      selected


    11. Subject Management - Read only:  View subject data, cannot make any changes
    12. Unsigning

      Un-Sign (un-lock) case report forms

      .

      Info

      This role is ONLY applicable for Projects with the "Electronic Signatures" feature selected


    13. View Subject's Treatment

      View treatment group to which a subject was randomized from the Subject Management page or ability to include the "Subject's Treatment Group" variable in a data set if Data Set Management role granted for project. 

      Info

      This role is ONLY applicable for Projects with the "Randomization" feature selected AND this allows a user to UNBLIND a

      subject 

      subject


  7. Select the Save and Return toolbar button