Finding and adding a user to a study team and saving the search

An administrator creates study teams as study roles in the Central Designer Administrator application. A user must be assigned to the corresponding role to be added to a team.

For example, if a user is assigned to the Rule Creation study role in the Central Designer Administrator application, the user must also be a member of the Rule Creation study team for a study to create rules in the study. You assign users to roles in the Central Designer Administrator application and to study and library teams in the Central Designer application. You assign a user to a study team for the selected study only.

Note: To view all users, click Find without entering parameters. Depending on the size of the repository, this search might take several minutes. For more information on saving a Users Browser search, see the User Guide.

Select the Users Browser.
Optionally, to name the search:
1. Select Actions > New Search. The Actions menu is located at the top of the browser.
  The New search dialog box appears.
2. Type a name for the search, and click OK.
  The name of the search appears on a tab to the right of the browser.
In the Enter search text field, type text that appears in the user's name or display name, title, first name, or last name.
To include categories and keywords as parameters, click the down arrows button ( ) next to the Search Filter, and then:
- Optionally, select the Categories tab, and select one or more categories.
- Optionally, select the Keywords tab, and select one or more keywords.
The parameters you select appear in the field below the Search Filter.
Click Find.
The Central Designer application performs a search based on your search criteria. For more information about how searches work, see Users Browser searches.
In the Project Explorer, select the Study Information Explorer bar.
Select a study.
Select the Teams tab.
All study roles created in the Central Designer Administrator application appear.
In the [Study name] - Teams section, select the team to which you want to add the user.
The name of the team appears above the right section on the tab.
In the Users Browser, select the user that you want to add, and drag the user to the right section.
The user is added to the team.

Note: You can also add a user to a team by dragging the user directly to the team name in the left section.
Optionally, add the user to more teams, or add different users to teams.
Note: The user that you added must log out and log on again to have the privileges associated with the team.