Managing Sites & Research Organizations

Learn how to view and manage select information for your research organization or site.


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Managing Sites

Navigate to the Profiles > Sites tab to access the record for the site that’s currently selected in the vault selector. For Research Organization Administrator users, select your research organization in the vault selector to view all sites in your organization.

The record for your site displays information such as the name, research organization, and Universal Site Number (USN) of your site. The USN is a unique number for your site that is assigned by Veeva after your SiteVault signup is approved. It can be used by sponsors or CROs to connect to your SiteVault to exchange documents and information on Connected Studies. Research Organization and Site Administrators can edit the Display Name of the site (which appears in the vault selector and is initially assigned by Veeva) if needed.

To edit select information for your site, select Edit on the Site record detail page.

To enable or disable SiteVault features for your site, expand the Site Settings section and select or deselect the checkboxes as needed. Currently, only the option to enable the automatic confirmation of safety documents on Connected Studies is available.

Managing a Research Organization

To view the record for your research organization, select the link for the organization while viewing a Site record.

Research Organization Administrators can edit the Display Name of the research organization (which appears in the vault selector and is initially assigned by Veeva) if needed. To do so, select Edit on the Research Organization record.