Granting Monitor Access

Learn how to grant a monitor access to your site, studies, and documents by watching the video or following the step-by-step instructions below.


On This Page


Granting Access to SiteVault

Follow the steps in the help for Creating Users to grant a monitor, CRA, or auditor access to SiteVault. In the step for system access and permissions, select the External User option for the research organization and the External (Sponsor, CRO, Auditor, Inspector) option for the site or sites.

Once added to SiteVault, the external user can access the system but cannot view any data or documents until you grant them access to a study. See the sections below for more information.

Granting Access to Studies

Follow the steps in the help for Monitor & Auditor Assignments to grant a monitor, CRA, or auditor access to a study.

Once added to a study, the external user can view and complete remote monitoring on documents that are in the approved or steady state. See the section below for more information.

Granting Access to Documents

After being granted access to the site and study, only documents that are in their steady state (major version documents such as 1.0 or 2.0) can be viewed by the external user. See the following help pages for more information on moving documents to their steady states: