Updating Sponsor and Site users

You can update users using the SiteUsers or SponsorUsers worksheet.

1. Update the site user or sponsor user data.

   Be sure you are adding the user data to the correct worksheet for that user type, site or sponsor.

   For UAT users, see Entering UAT users (Single sign-on trials only)

   Keep in mind the requirements listed in Entering site data, and follow any formatting information provided in the spreadsheet.

2. Set the status for each user.

   Choose one of the following selections from the drop-down list in the Status column:

   • New—Creates a new user entry in Oracle InForm User Management Tool.
   • No Change—Identifies a user already created and uploaded in Oracle InForm User Management Tool.
     • If you leave the status as New instead of changing it to No Change after the user has been created in Oracle InForm User Management Tool, the import will fail for the user.
     • After a user is successfully uploaded as New, if you want to leave the user in the template for the next load, you must change the status to No Change unless you are changing, deleting (terminating), or re-instating (unterminating) the user.
   • Change—Change the data for an existing user in Oracle InForm User Management Tool.
   • Delete—Mark a user as Terminated in Oracle InForm User Management Tool.
   • Re-instate—Un-terminate (re-instate) the user in Oracle InForm User Management Tool.
3. Click Validate.

   If an error is encountered during validation, the required field will be highlighted. Review the error message provided in the Error Message column for more information (you may need to scroll right to see the column).