6 Account management

Configure account specific settings as preferred for your organization.

• General settings
  Set display behavior for closed studies, default scoring behavior for new feasibility surveys, and optionally configure a custom support link for Oracle Site Select and site portal.
• Account data sources
  When you have Data Source Management permission, you can access the account data sources feature to define and manage composite and regular datasources.
• Disinterest and exclusion reasons
  When sites indicate they are disinterested in study participation or an Oracle Site Select user needs to exclude a site from the feasibility process, they may be required to provide one or more reasons. Administrators can configure a master list of reasons available to display to sites in the site portal or when Oracle Site Select users complete tasks on behalf of a site.
• Account level email templates
  Account level templates simplify application of your organization's branding in emails. Use the options in Oracle Site Select to create templates, image placeholders, and default internal task messaging. You can also define custom login/no login button text if preferred.
• Email history and status by study
  See the history and status of email sent to study sites and Oracle Site Select users. When necessary, you can also retry and resend messages.
• Integrations
  Oracle Site Select provides optional account integration solutions at access (user authentication), data (API), and application levels. Use settings on the Account integrations page to manage API tokens, configure PUSH event notifications, setup digital signature authentication, configure survey vendor authentication, and define preferred user authentication.
• Library document labels
  Document-related workflow tasks use your account's defined document labels to categorize Library documents and allow for versioning of similar documents affiliated with the same label.
• Network management
  Network functionality allows for the configuration of account level network profiles and the affiliation of a site to a network profile. Network functionality also allows your organization to leverage a site's affiliated network contact to override study invitation preferences and invite only the network contact.
• Note labels
  Note labels help to group and organize study site notes. When you have Account note label configuration permission, you can create and manage the labels to make them available across all studies in the account.
• Users, roles, and teams
  
• Workflow templates
  Configuring workflow templates at the account level simplifies creation of study level workflows and tasks. Templates you create are available to study administrators when they choose to add a new workflow.