SiteVault Administration

Learn how to manage users and records as a SiteVault administrator

Create Staff Users

Who can complete this task?
  • 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.

For more access information, see About Roles and Permissions, or download the SiteVault Security Matrix or SiteVault User Access Guide.

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Creating a Staff User

Complete the following steps to create a new Staff user or add an existing Vault Staff user to SiteVault:

  1. Access the Administration > Staff tab and select Create.
  2. 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.
  3. Complete the First Name and Last Name fields.
  4. Indicate if the user is an investigator.
  5. 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.
  6. Complete the Create as field:
    • Select Staff with User Account if the individual is expected to access SiteVault.
    • Select Staff (No SiteVault Access) if the individual is not expected to access SiteVault.
  7. Select Next.
  8. Optionally, select any additional sites, then select Next.
  9. For each site selected, select the user’s system role and any additional permissions (if selecting Site Staff). Use Apply to All Sites to apply the selected settings to all sites. To adjust, select a site and make changes.
    • If the Create as field is populated with Staff (No SiteVault Access), then the role Site Staff (No SiteVault access) is selected for all sites.
  10. Select Save.
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