Creating, activating, and deactivating a user
Creating a user involves two steps: creating and activating. Depending on how a study is configured, a different user might perform each action.
Active users can sign in and use the application. Active users can also receive notifications that communicate important information. Deactivated users cannot sign in and do not receive notifications. Typically, you deactivate users who leave the organization. All users, including deactivated users, remain in the study for audit purposes.
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.
You can also lock and unlock users.
To create a user:
- Select Administration (
). - Click Manage Users.
The Manage Users page appears.
- Click Create User.
The Create User page appears.
- Fill in the fields as necessary. For more information, see Create User page.
Note: For a user to work in the application and receive notifications, you must assign the user to a role and at least one site. You can modify the assignments later by editing the user profile. You must also activate the user.
- Click Submit.
To activate a user:
- Select Administration ().
- Click Manage Users.
The Manage Users page appears.
- Select the checkbox for the user.
- Click Activate.
The application sends the user an email with a link to a webpage where the user specifies a password.
Note: The application sends an email to a user on every activation. If you activate, deactivate, and subsequently re-activate a user, the user receives two emails, one for each activation.
To deactivate a user:
- Select Administration ().
- Click Manage Users.
The Manage Users page appears.
- Select the checkbox for the user.
- Click Deactivate.
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