Set up a site at the global level

For you to set up a site at the global level, you must associate an existing contact with an institution and assign those .

To complete this task, you must first create a contact and an institution. For more information, see:

• Create a contact at your organization
• Create an organization (institution)

Before you set up a site at the global level, consider the following:

• A single contact can be associated with multiple institutions.
• To associate a contact with an institution, both of them must be assigned to the same study modes: Testing, Training, or Production.

  For example, if a contact is assigned to a study in all three modes but the institution is only assigned to a study in Production and Testing mode, then the association would only be possible between the contact and the institution in Production and Testing modes.

• When you search for the correct institution to associate with a contact, you can filter all institutions by Mode, Country, or by searching for the institution's name.

1. On the Home page, click Global Settings.
2. On the Contacts tab, select the contact that you want to associate with an institution.
3. On the right side of the screen, click Associate Institution.
4. On the Add Associations dialog, from the All Institutions left section, select the checkbox icon () for one or multiple institutions.
5. Click Save.
   All of the associated institutions appear in the All Institutions section. Each associated institution indicates in how many active studies it is being used, as well.
6. In the Associated Institutions section, select an institution.
7. Click the Menu icon () and select Assign Site to Study.
8. In the Assign Site to Study dialog, from the drop-down, select a study to assign the site to.
9. Select one of the three study modes where you want your site to be assigned to: Testing, Training, or Production.
10. For the selected mode, enter the site's ID in the newly-displayed field.
11. Click Assign.