SiteVault Administration

Learn how to manage users and records as a SiteVault administrator

Add a Study Assignment to a Staff

Who can complete this task?
  • Administrators

Complete the following steps to add a study to an existing SiteVault user:

  1. Access the Administration > Staff tab.
  2. Select the record of the user you want to update.
  3. Select the + Assign button from the Study Assignments section.
  4. If needed, select the site.
  5. Select + Add Study.
  6. Select one or more studies.
  7. Select Save.
  8. Select the user’s system role and add-on permission for each site.
    • Tip: The Fast Fill tool copies the values populated in the top row to all rows below. You can apply the tool, then edit any individual fields that require a different value.
  9. Indicate if the user should have access to Restricted documents.
  10. In the Monitoring Issue Recipient field, indicate if the user should receive monitoring issues.
  11. Select Save.

This task can also be completed from Studies > Select Study > Team.

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