Add User to StudyTRAX (v3.62 or earlier)

Overview

This page describes how to add and define a new user. A user is added once and can then be assigned 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)
From the Account Settings page, click Attributes in selector panel (left side, below toolbar)
Complete the Attribute information for the new user

Username must be unique.
If the new user is to have high-level roles (i.e., System-level roles), then click Roles in the Selector panel (left side, below toolbar):
1. Place a check next to all applicable high-level roles. Roles include:
  1. Medication Management
    1. Maintain central list of medications used across projects. Add new medications (e.g., trade and generic name, route of adminstration, units of measurement, etc.) and classes as needed
  2. Project Management
    1. Create, 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 for pass / fail). This role controls all setup options for a specific Project / study
  3. System Setup
    1. 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. System Administration
    1. Maintain application, manage global security settings, partition database into customers (within each customer, all system setup entities are shared [see system Setup]).
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