Managing Participants

Onboard study participants and streamline study visits

Updating or Adding Login Information

Note Participants of sites that cannot collect personally identifiable information (PII) can only use biometric and PIN log in.

Overview

The MyVeeva for Patients user can update the following items on the Settings page:

  • Username
  • Password
  • Email
  • Phone
  • Biometrics (iOS and Android Only)
  • PIN Login (iOS and Android Only)

See the workflows below for more information on each.

Updating the Phone Number

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 In the Account page on the Settings page, select the Phone field. A confirm identity dialog box opens.
{Settings Page with Phone field outlined.}
2 Enter your password, and select Continue.
{Confirm Your Identity Page - Phone Version.}
3 Enter your phone number, and select the way you want to verify the number: Get a Text or Receive a Call.
If you selected Get a Text, continue to Step 4.
If you selected Receive a Call, skip to Step 5.
{Add Phone Page}
4 View the texts on your device and find the verification code. Enter it on the Confirm Identity - Text page.
The phone number is added to your account and you are returned to the Settings page.
{Confirm Phone Page}
5 Answer the phone call, and enter the number it provides on the Confirm Identity - Voice Call page.
The phone number is added to your account and you are returned to the Settings page.
{Confirm Identity - Voice Call Page}

Updating the Email

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 In the Account page, on the Settings page, select the Email field.
If an existing email is identified, continue to Step 2.
Otherwise, skip to Step 3.
{Settings Page with Email field outlined.}
2 Select Change Email.
{Email Page with Change Email field outlined.}
3 Enter your password, and select Continue.
{Confirm Your Identity Page - Phone Version.}
4 Enter your email address and select Send Email.
{Add Email Page.}
5 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.
Your email is updated and you are returned to the Settings page.

Note If you logged out of the app since the email was sent, you will have to enter your login information again before you can confirm your email address.
{Confirm Identity - Email Page}

Updating the Username

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 In the Account page, on the Settings page, select the Username field. A confirm identity dialog box opens.
{Settings Page with Username field outlined.}
2 Enter your password, and select Next.
{Confirm Identity - Email Page.}
3 Enter your password, and select Save. Your username is updated.
{Set Username Page}

Updating the Password

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 In the Account page, on the Settings page, select the Password field. A confirm identity dialog box opens.
{Settings Page with Password field outlined}
2 Enter your current password and select Next.
{Confirm Identity - Password Page}
3 Enter your new password twice, and select Save.
Your password is updated, and you are directed back to the Settings page.
{Set New Password Page}

Resetting the PIN Login

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 In the Account page, on the Settings page, select the PIN Login field. The PIN Login page opens.
{Settings Page with PIN Login field outlined}
2 Select Edit PIN.
{PIN Login Page with Edit Button}
3 Enter your current PIN.
{Confirm Identity Page for PIN}
4 If you are creating a PIN instead of replacing an existing PIN, review the limitations of PIN logins, and select Next.
{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.}
5 Enter the new PIN.
{Create PIN Entry Page}
6 Reenter the new PIN. Your updated PIN is saved.
{Reenter PIN Page}

Disabling the PIN Login

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 In the Account page, on the Settings page, select the PIN Login field. The PIN Login page opens.
{Settings Page with PIN Login field outlined}
2 Select Disable PIN Login.
{PIN Login Page with Edit Button}
3 Enter your current PIN. Your PIN is removed.
{Confirm Identity Page for PIN}

Updating the Biometric/Security Preferences

Users on iOS devices can log in using Face ID and users on Android devices can use the Biometric login. This type of log in enables users to sign in and sign forms using the face scan or fingerprint they have set up on their device. Users are prompted to set it up the first time they log in using the mobile app, but can also turn it on later.

Note If biometric login is enabled, it only works on the device on which the user initially enabled it. If the user uses a different device, biometric login will not work until enabled on the new device.

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 Open the Account page, and select Biometrics.
{Settings Page with Biometrics field outlined}
2 Follow the prompts on your phone to allow the settings. Varies by operating system. Follow the prompts for your device to allow the settings.

The user completes the steps below.

Step Task Example Image (Select an Image to Enlarge)
1 Open the Account page, and turn on the Biometrics, Face ID, or Touch ID toggle.
{Settings Page with Biometrics field outlined}
2 Follow the prompts on your phone to allow the settings. Varies by device and operating system.
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