Assign user permissions and roles

To use ClearTrial, users must have an associated user account, profile, and assigned permissions and roles.

1. On the Roles tab, click the Primary Role label and assign the user a primary role.
2. Click the Additional Roles/Capabilities label and assign additional roles and capabilities not granted by default.

   For more information about user roles, see About user permissions and roles.

3. Click Save.

• An automated email containing the customer code, login name, and link to complete the registration is sent to the user when a user account is created. This link expires in 72 hours, so the user should be encouraged to complete their registration promptly.
• Upon logging in, users are required to change the password you created and to set up a security question and answer that is used to verify the user's identity in the case of a request to reset a forgotten password.