Editing a User’s Permissions

  1. Click on the User Management link in the Navigation menu at the left side of the screen.
  1. This opens the “User Management” screen.
  1. Navigate to the user whose permissions should be edited and click the check box.
  2. Click on the Edit Permissions button in the top-left of the screen.
  1. This opens the “Edit Permissions” window.

Note: Study membership role is inherited throughout the study team lists and can be updated on the individual entity level to increase the user’s access.

  1. Navigate through the list of organizations below or use the search box to find the sponsor.
  2. Expand the selected organization and select the appropriate product or study.
  3. Assign the user a specific role associated with that product or study.
  4. Click on the Save button the bottom of the edit permission window.

Note: Turning on Invite/Manage Users under Global Permissions will allow for the user to create and invite users to the system.