Who can complete this task?
- Administrators
Guidelines/Requirements
- Research Organization Administrator users can add users to one or more sites at a time when the research organization is selected in the vault selector.
- Site Administrators can only add users to their currently selected site.
- At the time of user creation or addition, a Monitor or External User must be assigned to at least one study.
- If a monitor does not want to reuse an existing Vault account, we recommend they self-register for VeevaID before you add them to your site.
- A notification is issued to the Monitor upon receiving access to a study.
For more access information, see About Roles and Permissions, or download the SiteVault Security Matrix or SiteVault User Access Guide.
Creating a Monitor or External User
Complete the following steps to create a new Monitor or External User or add an existing Vault Monitor or External user to SiteVault:
- Access Administration > Monitors & External Users and select Create.
- Enter the email address of the user to add, re-enter the email address, then select Check Email.
- If a user with that email address already exists in your research organization, enter an email address unique to your research organization.
- If one or more existing Vault user accounts are found, select the appropriate user account. Contact your Research Organization’s administrator or the individual if unsure.
- If no Vault user accounts are found, then continue creating the user.
- Complete the First Name and Last Name fields.
- If applicable, complete any SiteVault Enterprise-specific fields:
- User Account Login Method: Select the appropriate login method.
- User Name: Enter a user name.
- Federated ID: Enter the user’s Federated User ID.
- Select Next.
- Select the + Add Study button, select one or more studies, and select Save.
- Optionally, complete the Scheduled Access Start and End Date fields.
- Select Save.