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
- Click the System Setup main menu item (top of page)
- From the System Setup page, click Users in the selector panel (left side, below toolbar)
- Click the Green Plus icon (right side, below toolbar)
On the User Update page, enter the Name, Username, and Email Address for the new user
Username must be unique.
- Select Save and Return in the gray toolbar
- The user will receive an email from the system
- The email will guide the user to verify their account and create a password
- If the new user requires high-level roles:
- Select New Customer in the toolbar
- The customer name will be displayed in the drop-down
- Select the applicable customer role(s):
- 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
- Project Creation: Create new projects
- System Setup: Create and maintain entities that can be used across research projects including
- Users
- Sites
- Subject Forms (e.g., demographics)
- Project Forms (e.g., Budget and IRB information)
- Select Save