Add User to StudyTRAX (v3.72 or later)

Overview

This page describes how to add and define a new user.  A user is added once and can then be given access and roles across one or more Projects (see Add a user to a Project). 

Required Role(s)

• System Setup

Steps

1. Click the System Setup main menu item (top of page)
2. From the System Setup page, click Users in the selector panel (left side, below toolbar)
3. Click the Green Plus button (right side, below toolbar)

4. On the User Update page, enter the First Name, Middle Initial (option), Last Name, Username, and Email Address for the new user

   Username must be unique.

5. Select Save and Return in the gray toolbar
   1. The user will receive an email from the system
   2. The email will guide the user to verify their account and create a password
6. If the new user requires high-level roles (most users will not need these system level roles):
   1. Select New Customer in the toolbar
   2. The customer name will be displayed in the drop-down
   3. Select the applicable customer role(s):
      1. Medication Management:  Maintain central list of medications used across projects. Add new medications (e.g., trade and generic name, route of administration, units of measurement, etc.) and classes as needed
      2. Project Creation:  Create new projects
      3. System Setup: Create and maintain entities that can be used across research projects including
         1. Users
         2. Sites
         3. Subject Forms (e.g., demographics)
         4. Project Forms (e.g., Budget and IRB information)
   4. Select Save