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:

1. In the navigation toolbar, click Admin.
2. Click Users.

   The Users page appears.

3. Click Add User.

   The User details page appears. The Details tab is selected.

4. 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.
5. 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.

6. 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.

7. Click Submit.