Studies

Track all of your studies' teams, vendors, and participants

Add a User to Many Studies

Who can complete this task?
  • Site Administrators

Complete the steps below to assign multiple studies to a staff member at the same time. This is ideal for getting a newly hired staff member assigned to the relevant studies.

  1. Navigate to Administration > Staff, and select the staff member to update.
  2. Expand the Study Assignments section then select + Assign.
  3. Select a site from the Site Selector.
  4. Select + Add Study.
  5. Use the available filters to sort the study list.
  6. Select the studies to assign and select Save.
  7. Assign the Study Role for each study.
    • To select the same role for all of the selected studies, select the role from the Study Role Selector (top Study Role row).
    • To assign a different role for individual studies, search for each study and select the role from the associated Study Role field.
  8. Select Save to complete the process.
  9. If appropriate, change the assignment to Active.
Feedback