Create User page

The following task uses this page:

• Creating, activating, and deactivating a user.

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

• Quick Reference: Administration.

  Fields in the Create User page

  Field	Description	Notes
  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.
  Role	Role to which the user is assigned.	Required. 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.	If the selected language is supported, all pages appear in the selected language for the user when you submit the settings on this page.
  ZIP code (postal code)	ZIP code or postal code of residence.	Required.
  Country	Country of residence.
  Phone	Phone number to contact the user.	Required.
  Time Zone	Time zone for all time values in the application.	You can also specify this setting at the: Site level—On the Manage Sites page.
  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.	Required. The user name cannot be an email address. The user name can contain underscore characters.
  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.
  All Sites	When Yes is selected, the user is assigned to all sites, including sites that you add in the future.
  Available Sites	Sites to which you can assign the 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.

Note: If you create a new role type using the Manage Roles and Rights link in the Administration module, that new role type appears in the Roles list and can be selected. When you create a new user using the Manage Users link, the new role type is available to assign to the user.