Add a user at an entity

An organization coordinator or a user at an entity can add the users who work at an entity. When you add a user, you also assign a role to the user.

To learn about the roles that you assign, see Entity roles.

Users with the Main Coordinator or Medical Oversight Officer role can add any entity user. Users with the Entity Coordinator role can add only other entity coordinators.

To add a user at an entity:

1. Along the top, select the Entities tab.
2. Find the entity name in the list and select it.
3. Below the name of the entity, select one of the following:
   • Add Entity Coordinator
   • Set Main Coordinator
   • Set Medical Oversight Officer
4. Enter the user's email address and click Next.
5. Enter the user's first and last names. The user's mobile telephone number is optional, but enter it if you have it.
6. Select Add or Set.
   The option text varies depending on the user you add. For example, you can see Add Coordinator or Set Coordinator.

The new user receives their welcome email message within minutes. The user has 36 hours to click the link in the message and specify a password.

If the user cannot locate the email message or lets the link expire before setting a password, you can send the message again. For more information, see Resend a welcome message to an entity user.