Add user to project from another Customer account

Overview

Users can access projects across multiple customers with one user account.

Most users will need to contact Studytrax Support (support@studytrax.com) to perform the steps.  When contacting support, include the following:

1. User's first and last name
2. Existing username
3. Customer name in which the user currently has an account (located in the blue bar at the bottom when logged into Studytrax)
4. Customer name in which the user needs access to one or more projects
5. Project name(s) in which the user needs roles
6. The roles and sites the user needs for each project

Required Role(s)

• Project User Administration  

Steps

1. Log into the customer account in which the user has existing roles
2. Select System Setup in the main menu
3. Select Users in the left panel
4. Click on the username of the user to which new roles will be assigned
5. Select New Project 
6. Select the customer name in the customer drop down
7. Select the project name in the Project drop down list
8. Add the roles and sites for the user
9. Click Save