Edit multiple study users

As an Oracle Clinical One Platform user administrator, you can apply updates to multiple study users simultaneously on the Users tab.

To apply the following updates to study users on the Users tab, you must be assigned the Study Creator or Global User Manager global roles.

• Update the study role, assigned to a group of users, to a different one.
• Assign sites to a group of users.

  Note:

  You cannot unassign sites when applying bulk user updates.
• Adjust the effective dates (start and end dates) that govern a user's study access, for a group of users. This includes the ability to not define end dates.

  For example, you can set an end date for all users that are assigned to a soon-to-be-retired site, ensuring access is removed in a timely manner.

Tip:

You can also download an Excel template from the Users tab, then import it to apply updates to multiple users. For more information, see Add and edit multiple study users using templates.

Follow the steps below to update study roles, effective dates, and sites for a group of users.

1. From the Home page, open the study's settings and then select the Users tab.
2. Select the mode (Production, Testing, Training, or Design) where the changes are to be applied.
3. Use the filters to locate the users you want to update. Applying filters is optional but effective when you need to locate users quickly.
   You can filter the user table by Depot (if your study includes them), Role, Site, Type (sponsor, site, or design), and User Status (active or inactive). The filters are located directly under the Search field, and there are multiple ways to use them.

   • Click in the Search field to be presented with the list of filters. The filter selected is added to the Search field, and you are presented with a drop-down containing a list of options for that filter. Select the filter again to update your choices.
   • Alternatively, you can manually select a filter to move it to the Search field, where you are presented with a drop-down containing a list of options for that filter. Select the filter again to update your choices.

   You can stack filters. For example, you can use the Site filter to locate all users associated with site 101, then use the Role filter to view only CRA users at the site.

   The filters you apply in one mode remain in place if you move to a different mode.

   After applying your filters, you can select individual users by checking the box next to each name. Alternatively, to select all users, check the box to the left of the Manage drop-down.

4. Select one of the options from the Manage drop-down:
   • Roles
   • Effective Dates
   • Sites
   A window opens based on the selection made, which displays the update being applied and the number of users being updated. For example, Change Production roles for 3 users.
5. For roles, effective dates, and sites make a selection, and then select Apply
   A success message appears once the updates are complete.