Siebel Life Sciences Guide > Managing Sites and Clinical Contacts >

Assigning Employees to the Site Team (End User)

CRAs assign employees to the site team. The team members can be rolled up and made visible at the region and protocol levels.

NOTE:  If the CRA is working from a mobile Web client, the administrator must set up position rollup on the Web client. For more information, see Setting Up Mobile Web Clients for Position Rollup.

Before an employee can be added to the site team, an administrator must set up the employee record. For more information, see Security Guide for Siebel eBusiness Applications.

To assign employees to the site team

1. Navigate to the Site Management screen > Protocol Site List view.
2. In the Sites list, select the site to which you want to add employees.
3. In the list, edit the Team field. Before closing the Access List dialog box, click Position Rollup.

   The employees are added to the team at the region and protocol levels.