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Linking a user to sites or depots

You can link non-site or non-depot users to one or more sites or depots. If you do not establish any links, then non-site or non-depot users see data for all sites and depots in a study.

Linking also filters notifications and certain reports for only linked sites or depots. You must select notifications for each role so that the appropriate site- or depot-linked notifications can be sent.

For example, if a study contains 50 sites, but a Field Monitor only wants to monitor activity for five of those sites, you can link the Field Monitor (a non-site user) to those five particular sites.

  1. Click Study (Study tab (main menu)).
  2. On the left, in the Users section, click Link to Site/ Depot.

    For descriptions of the fields on this page, see Link to Site/Depot page.

  3. From the Select Type drop-down list, select the type of user.
  4. From the drop-down list, select the non-site or non-depot user ID.

    (optional): You can use the Filter by Country drop-down list to filter by country.

    A list of the available sites and depots appears.

  5. In the Review column of the Manage User Links to Site/ Depot form, select the checkbox of the corresponding site or depot for which you want to link the user.
  6. Click Submit.

To associate site or depot users to a site or depot, see Editing a user's contact information, role, and site or depot association.

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