SiteVault Administration

Learn how 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. Select Save.

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

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