Managing Participants

Onboard study participants and streamline study visits

Logging in to MyVeeva for Patients

Overview

The MyVeeva for Patients user can log in using the following methods:

  • PIN (iOS and Android Apps Only)
  • Biometrics (iOS and Android Apps Only)
  • Username and Password

Note If the user wants to log in while offline, they need to have a PIN or biometric login set up.

A user can recover their account by requesting an activation code or using their email and phone to reset their password.

A user is also able to switch between studies while staying logged in.

See the workflows below for more information on each.

Logging In

Logging in Using a PIN (Android and iOS Only)

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 If the PIN field is not active, select Log in with PIN Code.
{Log In Page with Log In With PIN Code link outlined}
2 Enter your 4-digit PIN.
{Log In Page with PIN Code field displayed}

Logging in Using Biometrics

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 If the biometric login is not active, select the face icon in the iOS app, or the fingerprint icon in the Android app. The biometric scan turns on, and you’re logged into the site.
{Username Log In Page with iOS Face ID Login link outlined}
{Username Log In Page with Android Biometric Login link outlined}

Logging in Using a Username and a Password

Note This login method is unavailable for participants at sites that cannot collect personally identifiable information (PII).

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 Enter your username and password in the fields, and select Log In.
{Username and Password Log In Page}
2 Select the verification method you want to use.
If you select Text, continue to Step 3.
If you select Email, skip to Step 4.
If you select Call, skip to Step 5.
{Confirm Identity Page}
3 View the texts on your device and find the verification code. Enter it on the Confirm Identity - Text page.
You are logged in to MyVeeva for Patients.
{Confirm Identity - Text Page}
4 Check your email for the link, and select it. An Identity Confirmed message is displayed in the MyVeeva for Patients app if the verification is successful.
You are logged in to MyVeeva for Patients.
{Confirm Identity - Email Page}
5 Answer the phone call, and enter the number it provides on the Confirm Identity - Text page.
You are logged in to MyVeeva for Patients.
{Confirm Identity - Voice Call Page}

Recovering a User Account

Resetting Login Information With Activation Code

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 Contact your study team for an activation code, and then select Need Help Logging In?
Note for Site Staff: See Generate an Activation Code for information on how to generate the code.
{Username and Password Log In Page}
2 Select Reset with Activation Code.
{Overlay on the Login Page with the Reset with Activation Code button outlined}
3 Enter the code your study team gave you.

If you are completing a study in a country that cannot collect personally identifiable information (PII), skip to Step 14.
{Reset with Activation Code Page}
4 Enter your date of birth, and select Next.
{Enter Date of Birth Page}
5 Update your username if you want to, and select Next.
{Set Username Page}
6 Enter a password, and then reenter it to verify that it’s correct. Select Next.
{Set Password Page}
7 Select the verification method you want to use.
If you don’t have a phone number or email, select Set Up PIN Login, and skip to Step 13.
If you selected Phone Number, continue to Step 8.
If you selected Email, skip to Step 11.
{Add Verification Method Page}
8 Enter your phone number and select Get a Text or Receive a Call.
If you selected Get a Text, continue to Step 11.
If you selected Receive a Call, skip to Step 12.
{Add Phone Page}
9 View the texts on your device and find the verification code. Enter it on the Confirm Identity - Text page.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Confirm Phone Page}
10 Answer the phone call, and enter the number it provides on the Confirm Identity - Voice Call page.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Confirm Identity - Voice Call Page}
11 Enter your email address and select Send Email.
{Add Email Page}
12 Check your email for the link, and select it. An Identity Confirmed message is displayed in the MyVeeva for Patients app if the verification is successful.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Confirm Identity - Email Page}
13 Review the limitations of PIN log ins, and select Next if you want to continue, or the back arrow to return to the Add Verification Method page.
{Create PIN Page that explains you can’t log in on another device until you also add a phone number or email to your account.}
14 Enter the 4-digit PIN you want to use to log in.
{Create PIN Entry Page}
15 Reenter your PIN.
Registration is complete, and you are logged in to MyVeeva for Patients.
{Reenter PIN Page}

Resetting Login Information With Email and Phone Code

Note This reset login method is unavailable for participants at sites that cannot collect personally identifiable information (PII).

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 If you’re using the web app, select Forgot Password? If you’re in the iOS or Android app, select Need Help Logging In? and then select Forgot Password.
{Web version of the Log In Page with the Forgot Password link outlined}
{Username and Password Log In Page}
{Overlay on the Login Page with the Forgot Password button outlined}
2 Enter your username and select Next. An email is sent to you.
{Web Version of the Forgot Password Page}
{Confirm Identity - Email Page}
3 Select the reset link in the email. The Confirm Identity page opens. Not available
4 Select whether you want to confirm your identity with a text or a call.
If you selected Text, continue to Step 5.
If you selected Call, skip to Step 6.
{Confirm Identity Page}
5 View the texts on your device and find the verification code. Enter it on the Confirm Identity - Text page.
Skip to Step 7.
{Confirm Identity - Text Page}
6 Answer the phone call, and enter the number it provides on the Confirm Identity - Voice Call page.
{Confirm Identity - Voice Call Page}
7 Enter a password, and then reenter it to verify that it’s correct. Select Set Password.
Your password is reset.
{Set New Password Page}

Switching Studies

Note This functionality is unavailable for participants at sites that cannot collect personally identifiable information (PII).

The user completes the step below.

Step Task Example Image (Select an Image to Enlarge)
1 On the Account page, select My Studies.
{Account Tab page with My Studies button outlined}
2 Select the study you want to view. The My Studies view closes and the app now displays information for the study you selected.
{Account Tab page with the My Studies button selected and the My Studies Overlay displayed. An example study that is available for selection is outlined.}

Logging Out

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 On the Account page, select Log Out.
{Account Tab with the Log Out button outlined.}

Troubleshooting Logging In

Use the information below to help your user determine the cause of issues they may have while logging in.

Issue Possible Causes Possible Solutions
User Isn’t Getting Password Reset Emails The user updated their email address recently. They have to confirm the new email address before MyVeeva for Patients will send emails to their new email address.
User Can’t Verify With a Text Message
  • The phone number they provided is incorrect.
  • The phone number they provided cannot receive text messages.
  • Review the phone number they provided and verify that it is correct.
  • If the number cannot receive text messages, choose to receive a phone call instead.
User Can’t Log In Using Face ID, Fingerprint Authentication, or Their PIN
  • The user is using the app on a new device.
  • The PIN was entered incorrectly 10 times and has been removed from their account.
 The user should log in using a username and password or reset their login using an activation code. Then they can add a PIN login again or reactivate biometric settings.
Face or Fingerprint Login Is Not Displayed
  • They have a PIN set up. If they have a PIN set up, it prompts them to log in with the PIN by default.
  • The user is using a new device.
User Can't Remove Their PIN. The user does not have a phone number or email address added to their account. They have to have one of those alternative identification methods to log in without a PIN. The user can add a phone number or email address to their account.
  • On This Page