Customize the welcome letter

All users who are added to a study receive a welcome letter. Customize that welcome letter to detail aspects of the study.

Depending on your permission and the type of information you want to share with your team, you can identify the correct role at the level at which you work.

Permissions

• Global level:The Study Creator is the only role who has the permission to edit the welcome letter content (for all studies at your organization) and an individual study.
• Study level:The Production Admin, Study Manager and the Rules Designer are the roles who have the permissions to edit the welcome letter content.

For all other users, the fields are read-only.

Use the welcome letter to notify users of relevant information. Include the company’s name, the study ID, the sponsor's name, the help center, or training information. You can customize the welcome letter at any time during the study conduct period. Only newly added users to the study can see the changes you apply to the welcome letter.

1. To customize the welcome letter you can choose either one of the following options:
   • Global level: From the home page, go to the Global Settings page and navigate to the General tab.
   • Study level: Open the study settings for the given study and go to the General tab.
2. Locate the Welcome Email Body Text box and edit the welcome letter.

   Tip:

   Use the full Company name instead of the short organization ID.
3. Click Apply Changes.