Adding Partner Accounts to Projects

Complete the procedure in this topic to add a partner account to a project.

To add a partner account to a project

1. Navigate to the Projects screen, then the List view.

2. In the Project list, drill down on the Name field of the project.

3. Navigate to the Partners view.

4. In the Partners list, create a new record and complete the necessary fields.

5. The Site field is a unique identifier for the site of the account. This field is not related to the sites where you carry out clinical trials.