The process of adding and managing users

Users are the people who perform various tasks with IRT. Roles are assigned to users and, based on their responsibilities, users can receive role-specific notifications.

When adding and managing users to a study:

Upload users:
- Download the CSV template and add the user information to the spreadsheet.
- Upload the spreadsheet of users to IRT.
Manage users:
- Edit a user's contact information, role, and site or depot association.
- Reset a user's password (if necessary).
- Lock or unlock a user (if necessary).
- Deactivate or reactivate a user (if necessary).
Link a non-site or non-depot user to sites or depots.
Manage pending users.
Subscribe notifications to roles.

When uploading a batch of new users, always start with a new, blank spreadsheet.
Before subscribing notifications to a role, you should understand each role's responsibilities so that you can assign the appropriate notifications to each user.