Entering Sponsor and Site users
Use the SponsorUsers worksheet and the SiteUsers worksheet to enter or change information for users at the sponsor level and site level, respectively. The instructions are the same regardless of which type of user you are entering.
Blue-labeled columns are required fields and data must be filled in according to the formats specified in the spreadsheet. For example, when entering phone numbers only include digits and start the number with the appropriate country code.
- Role columns are populated from the UserRoles
worksheet.
You must complete the UserRoles worksheet and populate the data before you enter user information. For more information, see Entering user roles.
- The signature group and query group drop-downs are populated from the
information you provide on the Groups tab.
If you want to assign users to signature or query groups, be sure you have created and populated these groups. For more information, see Entering groups.
- The username entered in the User Name field must not have spaces and
must be in lowercase.
The maximum length is 63 characters for Oracle InForm 6.0 and above (older versions have a 32 character limit).
Usernames must be unique.
Oracle recommends you use the user’s email address as their username. If this is not permitted due to the character limitation, use the first initial of the user’s first name plus their last name. For example, jdoe for the user John Doe.
Note:
For SSO-enabled trials, usernames must be at least 4 characters. - The Display Name column sets the name that appears in the left corner of Oracle InForm under the user photo.
- When you upload a new user for an SSO study, Oracle InForm User Management Tool checks to see if the user is already a Global User by matching the user name and
email address against existing Global Users.
- If the user exists, Oracle InForm User Management Tool associates the new study user to the existing Global User.
- If the user does not exist in the Global User list, it is automatically created.
The new user appears in the user interface in both the Study Users list and the Global Users list.