Creating a user
User definitions specify name, address, and contact information for an InForm user, as well as:
- The name of an image file that displays a picture when the user logs in to the InForm application.
Note: You must use XML to associate an image with a user.
Note: If you specify a user image, it overrides the study logo.
- The default Home page URL.
- The initial status, Active or Inactive.
To create a user:
- In the navigation toolbar, click Admin.
- Click Users.
The Users page appears.
- Click Add User.
The User details page appears. The Details tab is selected.
- Complete the information on the page using the descriptions in User details page.
- The User Name, Product Locale, and Preferred Study Locale fields are required.
- The User Type field is set to Site User, by default. You must change this to Sponsor User, if applicable.
- The User must change password field at next logon field is set to Yes, by default. You must change this to No, if applicable.
- Click Submit.
- The InForm application creates the user.
- The user is in the Inactive state, by default.
- The User Active checkbox becomes active.
- The Change Password button appears at the bottom of the page.
Note: If you intend to assign a password to the user immediately, leave the status Inactive; you can only create a password for an inactive user. For more information, see Assigning a password to a user.
- To make the user active, select the User Active checkbox.
The Change Password button no longer appears on the page.
Note: To activate a user you need the Activate Site User or Activate Sponsor User right. To keep the user inactive, leave the User Active checkbox deselected.
- Click Submit.
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