Site Profile

Site Connect users can create and manage additional site staff members which will create a request for the Sponsor to approve.

Add Site Staff

Complete the following steps to add site staff to a study. Always confirm that the correct study is selected.

1. Access Site Profile > Site Staff.
2. Select + Add Staff.
3. Enter the user’s unique email address (cannot already be in use by another user).
4. Select Check Email.
   • If the user exists in Site Connect, their user information, role, and responsibilities will populate. You can adjust as needed.
   • If one or more existing Vault user accounts are found, select the appropriate user account.
   • If no Vault user accounts are found, continue creating the user.
5. If not auto-populated, complete the First Name and Last Name fields.
6. Select the user’s role.
7. Select the date the user’s access should start. This can be a date in the past or future.
8. Optionally, complete the End Date field if that information is known.
9. Select Next.
10. Select responsibilities for the user. Use Copy From to copy (and adjust, if needed) responsibilities from another user.
    • The list also includes general study responsibilities that when selected, will trigger study training assignments.
    • Responsibilities that have already been selected and cannot be removed are responsibilities that the Sponsor or CRO have associated with the selected role.
11. Select Save.

Status of Change Requests

Once you have submitted a site staff change request, you can see the status of your request in the staff list on Site Profile > Site Staff.