Create a user account

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

Only ClearTrial system administrators can create new user accounts.

1. From the Admin menu, select Users.
2. On the Users screen, click the New button.
3. On the Profile tab on the Create User screen, enter a login name, the first and last names of the user, and the email address.
4. From the Maximum Edit Mode drop-down list, select the maximum edit mode this user is permitted. This is the most advanced edit mode this user can access when creating or editing plans.
5. From the Preferred Edit Mode drop-down list, select the edit mode that will be used by default when the user is creating or editing plans.

   The edit modes control the precision of the plan by determining which assumptions the user can set.

6. In the Password and Confirm Password fields, enter and confirm a password for the user.
   • Passwords must be at least eight characters and contain at least one letter, one number, and one of the following special characters: !$*+-.=?@^_|~.
   • Passwords must not contain the login name or any of the following words: password, oracle, guest, admin, administrator, or cleartrial.
   • The user must provide this password to access ClearTrial and complete registration.
7. From the Preferred Home Page drop-down list, select the page that the user will be directed to each time upon logging in.
8. From the Preferred Locale drop-down list, select the appropriate locale to control how dates and numbers are entered and displayed.

   Locale is a term that refers to the local conventions and language that determine how a software application presents and understands information. In ClearTrial, the preferred locale determines how dates and numbers are displayed and interpreted by default. For example, in many non-US locales, dates are shown as dd/mm/yyyy rather than mmdd/yy and the decimal symbol is a comma (,) rather than a period (.). Normally, your computer settings communicate the locale to the application; you can override this setting by specifying a preferred locale.

9. Click Save.

   You must save these settings to enable the Roles tab.