Edit a single study user

A study user administrator or a product administrator assigned to the Study Creator or Global User Manager global roles can modify a study user at any time. The details that can be edited are the effective dates (which govern study access), the assigned study roles, and the site and depot assignments.

Note:

Study creators are the only users who can assign study users with roles for the study design mode.

1. From the Home page, Open the study's settings.
2. Navigate to the Users tab.

   Note:

   You do not need to select a mode when editing a single user. The updates made are applied to the appropriate mode after saving.

   For example, if you select Edit (from the Actions drop-down) while on the Production tab and then update the sites under Testing Sites, those updates are reflected on the Testing tab after saving.

   There is one exception. Updates to the Effective Dates are visible in all modes, as the dates are study-specific and not mode-specific.

3. Use the filters to locate the user you want to update. Applying filters is optional but effective when you need to locate users quickly. For more information about filters, see Edit multiple study users.
4. Select the Actions drop-down at the end of the row on the right. From here, you have two options to access the Edit User Details page.
   • Select Edit.
   • Select Details followed by Edit.
   Selecting Edit opens the Edit User Details page.
5. Modify the available fields as applicable.

   Item	Description
   Full Name	This field is not editable.
   Username	This field is not editable.
   Email	This field is not editable.
   Effective Dates	Select a new Start Date and/or End Date, defining when the user can access the study. Or select No End Date to allow the user access without expiring. Tip: We recommend specifying an end date to ensure you can record when a user had access to the study after it ends. Specifying an end date is also recommended in place of removing a user, making it easier to reinstate a user if needed. Note: Oracle Clinical One Platform uses Coordinated Universal Time (UTC) to determine study access. For example, a user with an effective from date of 03 Apr can access the study as of 12:01 AM UTC on the 3rd. If the user is on the United States East Coast, they can access the study at 8:01 PM ET on the 2nd (or an hour earlier when observing daylight saving time).
   Study Roles	Select new Study Roles for any mode. You can go to the Study Roles tab to see which permissions make up each role. For additional information, see Best practices for role, site, and depot assignment. Tip: Typically, users are assigned the same study role for both the training and production modes. If that is the case, select the Same as production mode option from the list when assigning the training role. Note: You should not assign template study roles. For more information, see Manage study roles.
   Sites	You can add and remove site access for each mode. For more information, see Best practices for role, site, and depot assignment.
   Depots	This section only appears if depots are configured for your study. You can add and remove depot access for each mode. For more information, see Best practices for role, site, and depot assignment.

6. Select Save to apply your updates.
   You are presented with a confirmation message stating the user has been successfully modified.