User Profile page

The following tasks use this page:

• Viewing and editing your profile.
• Assigning a user to and removing a user from a site.
• Viewing and editing a user profile.
• Assigning a user to a role.

To view a job aid that you can print, see:

• Quick Reference: Administration.

  Fields in the User Profile page

  Field	Description	Notes
  Active	Yes or No, indicating whether a user is active. Only active users can sign in and work in the application.	Appears only in the profile of another user.
  First Name	First name of the user.	Required.
  Middle Name	Middle name of the user.
  Last Name	Last name of the user.	Required.
  Custom Homepage URL	Domain-specific URL for a custom Dashboard.	If non-applicable, leave blank.
  ZIP Code (postal code)	ZIP code or postal code of residence.
  Role	Role to which the user is assigned.	Read-only in your profile. Required when the profile you are viewing is not your own. To work in the application and receive notifications, the user must be assigned to at least one role.
  Language	Language for all text in the application.	Required. If the selected language is supported, all pages appear in the selected language for the user when you submit the settings on this page.
  Country	Country of residence.	Required.
  Time Zone	Time zone for all time values in the application.	Required. After you submit the settings on this page, time values appear in the selected time zone for the user. You can specify this setting at the: Site level—On the Manage Sites page.
  Phone	Phone number to contact the user.	Required.
  Receive Email	Whether to send email notifications to the user or patient.
  Email Address	Email address for notifications.	Maximum length: 40 characters. Must be unique. The ending must be standard for an email address, such as .com, .org, or .edu.
  User Name	User name for signing into the application.	Read-only.
  Memorable Date	Significant month and year combination for the Help Desk to ask the user.	Editable only in your profile.
  Date Format Name Sort Number Format Currency Format	Date format, how names are sorted, number format, and currency type.	You can also specify these settings at the: Study level—On the Manage Localization Settings page. Site level—On the Manage Sites page.
  Old Password Password Confirm Password	Type your current and new passwords.	Visible only in your profile. If you do not want to change your password, do not provide values in these fields.
  Password-reset Question 1 Answer 1 Password-reset Question 2 Answer 2	Password-reset questions and answers.	Visible only in your profile. If you forget your password, you must provide identical answers to receive an email that lets you reset your password.
  All Sites	When Yes is selected, the user is assigned to all sites, including sites that you add in the future.	If you are not assigned to all sites, this field is read-only.
  Available Sites	Sites to which you can assign the user.	Appears only in the profile of another user. To work in the application, the user must be assigned to at least one site.
  Selected Sites	Sites to which the user is assigned.	Appears only in the profile of another user.
  Site table	All sites to which the user is assigned.	The table includes the Site Name, Site Number, and Organization to which the site is affiliated.