To Invite a User:

  1. Click the Share button under the Study Card of your study on the My Studies screen or in the header of the Settings screen or Study Designer.
  2. Select your study environment (Test or Production).
  3. Under the People header, on the right, click the Invite button.
  4. Begin typing, and click Invite a new user, or select an existing user from the drop-down list.
    1. If you select Invite a new user, the Add User screen appears, and you can enter values for each field. Then click the Create User button.

    1. If you select an existing user from the drop-down list, the system sends a new email invitation.

Note: The username and email of each user in the system must be unique.

  1. When prompted, select a role for the user from the list of available roles:

Note: To provide access to another site, for example for a Monitor who is responsible for montoring two sites, click in the Site box again and select additional site(s) as needed.

  1. When finished granting the appropriate access, click Invite. An email is sent to the user, and they are listed in the People table on the Share screen.

Before a User can Access a Study, They Must Create a Password that Meets the Following Criteria:

  • Must be at least 8 characters in length
  • Must contain at least one of each of the following types of characters:
    • Lower case letters (a-z)
    • Upper case letters (A-Z)
    • Numbers (0-9)
    • Special characters (!@#$%^&*)