Invite new or existing users to access a study and assign appropriate roles and site access.

Invite a User to a Study

Before you begin, ensure you can access the Share screen for the study.
For instructions, refer to Using the Share Screen.

  1. On the Share screen, locate the People section.
  2. Click Invite.
  3. Begin typing in the user field and choose one of the following options:
    1. Invite a new user
      1. Select Invite a new user.
      2. On the Add User screen, enter values for all required fields.
        1. For information on “Admin” vs “User” user type, refer to User Access & Sharing.
      3. Click Create User.

⚠️ Note: The username you enter cannot be changed after the user is created. Verify the username carefully before submitting.

    1. Add an existing user
      1. Select an existing user from the drop-down list.
      2. The system sends a new email invitation to the selected user.

ℹ️ Note: Each username and email address in the system must be unique.

  1. When prompted, select a role from the list of available roles.
    1. For more information about the permissions associated with each user role, refer to User Access & Sharing.

💡 Tip: To grant access to multiple sites (for example, for a Monitor responsible for more than one site), click the Site field again and select additional sites as needed.

  1. Click Invite.

An email invitation is sent to the user, and the user appears in the People table on the Share screen.

Password Requirements

Before a user can access a study, they must create a password that meets the following criteria:

  • At least 8 characters in length
  • Includes at least one of each of the following:
    • Lowercase letters (a–z)
    • Uppercase letters (A–Z)
    • Numbers (0–9)
    • Special characters (!@#$%^&*)

Once the password is created, the user can sign in and access the study according to the assigned role and site permissions.