Site Profile

Update Site Staff

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

Update Staff

Update Site Staff

Complete the following steps to apply changes to site staff users:

  1. Access Site Profile > Site Staff.
  2. Select Edit the Action menu (…) associated with the user to update.
  3. Update Start Date or End Date, if applicable.
  4. Update the selected user role, which can impact the user’s selected responsibilities.
  5. Review and if needed, update the selected responsibilities. 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.
  6. 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.

Request Status