Add User into StudyTRAX

Overview

A user is added into the StudyTRAX account and can then be assigned access and roles across one or more projects.

Required Role(s): System Setup

Steps

1. Select the System Setup main menu item (top of page)

2. From the System Setup page, click Users in the left panel

3. Click the Green Plus icon

4. Select Attributes in left panel

5. Complete the Attribute information for the new user

6. If the new user is to have high-level roles (i.e., System-level roles), select Roles in the left panel (this does not apply to most users) and select the applicable roles

7. Select Save and Return in the gray toolbar

The user will receive an email from the system which will guide the user to verify their account and create a password