SiteVault Administration

Learn how to manage users and records as a SiteVault administrator

Inactivate User and Their Study Assignments

Who can complete this task?
  • Administrators

Users are in the Active state when created or added to your site. If a user leaves your site and no longer needs to be active in the system, you can fully inactivate the user and their Study Assignments.

Note: Before inactivating a user, ensure all their assigned tasks in active workflows are canceled or reassigned, as SiteVault does not automatically unassign tasks from inactive users.

  1. Access Administration > Monitors & External Users.
  2. Select the user to update.
  3. Select View Monitor Details.
  4. Select Change State to Inactive from the Actions menu.
  5. Review the impact statement and select Continue to confirm your intent. This process may take a few minutes to complete.

If you need to reactivate the user, complete the steps to Create a Monitor or External User.

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