Creating and Managing Users

Creating and Managing Users

As a Program Manager, you have the ability to create and manage users within the system. To create a new user, follow these steps:

1. Select the Role:
   • Navigate to the menu on the left and select the role you wish to assign to the new user. This will display all current users assigned to that role.
2. Add a New User:
   • Click the “Add” button located on the right side of the screen.
3. Enter User Information:
   • Fill in the required fields, including the user’s name, email address, and the Study Site to which they should be assigned.

4. Save and Notify:
   • Click “Save” to create the user account. The system will automatically email the account details and login information to the user.

Please note that the username field is case-sensitive and should be created using lowercase letters.

You can resend their password. You can make a user inactive (if they have left the organization or are no longer supporting the program, for example).

Top Level User (Clinical Research)

A 'top-level user' is a portal user not associated with any specific site. Typically, these users are linked to organizations that sponsor multiple studies across various clinical sites. The term 'top-level users' is used to clearly identify those with access to data across the entire study rather than being confined to a single site.