View and Manage Users

View Users

In the Users component, you can view and manage all users associated with the study. From the user list, you can:

• Show inactive users and unmask users.
• Create new users.
• View a user's detail page by clicking on the dropdown menu.
• Reset passwords for selected users.
• Edit a user.
• View or edit a user's profile by clicking on the profile name.

Edit Users

To change the user's profile, role, or contact information:

1. Click on the checkbox to Unmasked the users.
2. Click on the dropdown menu for the user to expand the user's profile.
3. Click on the Edit User button.
4. Change the settings as needed.
5. Click Submit & Close to finish updating the user.

Create a New User

To create a new user for your study, navigate to the Admin Tools on the left-side menu then click on Users.

1. Click the "New" button in the upper right corner of the screen.  A new screen will appear.
2. Select a Role for your new user.  This determines the user's permission.
3. Enter the user's name. 
4. Enter the email of the user.  By default, the username is the same as the email address and is used to log in to our platform.
5. Assign the user to the applicable study and site(s) the user is associated with.
6. Click the "Submit & Close" button to finish creating a new user.