Who can complete this task?
- Site Administrators
Overview
When you create a new SiteVault user for your site, you can choose from a set of system roles and, if needed, additional add-on permissions. See the About System Roles and Add-on Permissions page to learn more about what levels of access these roles and permissions provide.
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. Site Administrators can only add users to their currently selected site.
Creating a Staff User
Complete the following steps to create a new Staff user or add an existing Vault Staff user to SiteVault:
- Access the Administration > Staff tab and select Create.
- Enter and re-enter the user’s email address, then select Check Email.
- 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.
- If no Vault user accounts are found, continue creating the user.
- Complete the First Name and Last Name fields.
- Indicate if the user is an investigator.
- 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.
- Select Next.
- Select the + Add Site button, select one or more sites, the select Save.
- Select the research organization and site system role and add-on permissions. Tip: The Fast Fill tool copies the values populated in the top row to all rows. You can apply the tool, then edit any individual fields that require a different value.
- Select Save.