Siebel Life Sciences Portals Guide > Site Portal > Displaying Clinical Trials on the Home Page and eTrials Page >

Adding Site Users

Delegated administrators use the Site Portal to add site users who will enter and maintain clinical trial information. These users must already exist in the Siebel database; that is, their user records must already have been created in the Siebel Life Sciences employee application.

To add site users:

• Create users with Registered Customer Site responsibility.
• For information on creating users, see Siebel Security Guide.
• Add the Registered Customer Site position to the team for the site.
• Add users to the site.
• Add username, password, and role information for these users.

NOTE:  You must use LDAP for external authentication to be able to add site users.

Adding the Registered Customer Site Position to the Site Team

This is done in the My Sites list under the Site Management screen in your Siebel Life Sciences employee application.

To add the Registered Customer Site position to the site team

1. Navigate to Site Management, then My Sites.

   The Sites list appears.

2. Select a site.
3. Click the show more button at the top right of the detail list under the More Info tab.

   The long version of the More Info detail list appears.

4. Click the icon in the Team field.

   The Access List dialog box appears.

5. Click New, and then query for Registered Customer Site in the Position field.

   The Add Employees dialog box appears.

6. Select the check box, and then click OK.

   The Registered Customer Site position appears in the Access List dialog box.

7. Click Close.

   The Registered Customer Site position is added to the site team.

Adding Site Users

Delegated administrators add users to the site using the Profile page in the Site Portal.

To add site users

1. Click the Profile button at the upper right of any Site Portal page.

   The Site Profile page appears.

2. Click New in the Contacts list.

   The Contacts form appears.

3. Click the icon in the Last Name field.

   The Pick Contact dialog box appears.

4. Pick a user, and then click OK.

   That user's information appears in the Contacts form.

5. Click Save.

   The user is added to the Contacts list for the site.

Adding Login and Role Information for Site Users

Delegated administrators add site user information using the Administration page in the Site Portal.

To add login and role information for site users

1. Click the Administration tab.

   The Site Profile page appears.

2. Click the Edit icon in the record of the user for whom you want to add information.
3. The Users form appears with the required Last Name and First Name field already completed.
4. Add a role for the site user:
   1. Click the icon in the Role field.

      The Responsibilities dialog box appears.

   2. Click New.

      The Add Responsibilities dialog box appears.

   3. Select Registered Customer Site, and then click OK.

      The role appears in the Responsibilities dialog box.

   4. Click OK.
5. Complete the Login Name, Password, and Confirm Password fields, and then click Save.

   The site user's information is added to the user record.