# Create a Monitor or External User

Source: https://sites.veevavault.help/gr/sitevault/monitoring/mon-create/

**Who can complete this task?**
- Administrators

[Select here to watch a video tutorial.](#)

## 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](/gr/sitevault/getting-started/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.
- A notification is issued to the Monitor upon receiving access to a study.
- Scheduled Access Start Date must be a future date. If not completed, the Scheduled Start Date defaults to today and the user immediately has access to the study documents in SiteVault.
- Monitor access date/time is based on the site’s time zone.

For more access information, see [About Roles and Permissions](/gr/sitevault/sv-administration/roles-perms/), or download the [SiteVault Security Matrix](/gr/uploads/sitevault/downloads/SiteVault-Security-Matrix.pdf) or [SiteVault User Access Guide](/gr/uploads/sitevault/downloads/SiteVault-User-Access-Guide.pdf).

## Create 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:

1. Access **Administration \> Monitors & External Users** and select **+ Create**.
2. Enter the email address of the user to add, re-enter the email address, then select **Check Email**. 
  - OR enter a cross-domain user name in the email field; SiteVault will search for the user name and retrieve the matching email address.
  - 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.

3. Complete the **First Name** and **Last Name** fields.
4. 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.

5. Select **Next**.
6. Select the **+ Add Study**.
7. Select one or more studies.
8. Select **Save**.
9. Optionally, complete the Scheduled Access Start and End Date fields.
10. Indicate if the user should have access to [Restricted documents](/gr/sitevault/eisf-ebinder/restricted/).
11. Select **Save**.