Add User to Project

Owned by Mary Lukowski
Last updated: Jul 10, 2018
2 min read

Overview

This page describes how to add a user to a Project. 

Required Role(s)

  • Project Management 

Steps

  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 

    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 Management:  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 algorithm for pass / fail). This role controls all setup options for a specific Project / study.
    2. Publish Reports:  Can "Publish" / make available Workbench reports to others through the Reports main menu item
    3. Data Set Management:  Create 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., collapsing a 'Race' variable from 6 categories to 2).

    4. Randomize:  Randomize subjects to treatment group.

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

    5. Reports:  Run 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.

      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]).

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

    8. Subject Management:  Enter subject data
    9. Query Management: Able to "Create" and "Close" queries.

    10. Subject Management - Secondary (Double Data Entry):  Enter data as a secondary user   

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

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

    12. Unsigning:  Un-Sign (un-lock) case report forms

      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. 

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

  7. Select the Save and Return toolbar button