SiteVault Administration

Edit User General Information

Complete the following steps to edit a user’s middle name, prefix, suffix, or whether the user is an investigator.

1. Access Administration > Staff.
2. Select user to update.
3. Select View Staff Details.
4. Select Edit.
5. Enter updated information.
6. Select Save.

For Staff and Monitor/External users who use VeevaID or Cross-Domain, the following fields can only be updated by the user account owner (in VeevaID or the originating Vault):

• First Name
• Last Name
• Language
• Locale
• Time Zone
• Email
• Mobile
• Image

Edit User Login Information (Enterprise SiteVaults)

Research Organization Administrators (or Site Administrators with administrator access at all sites within an organization) can update the following fields on a Staff user’s account:

• Username
• Login Method
• Federated ID

This action is available if the following is true:

• The SiteVault is an Enterprise SiteVault using Single Sign-On or Basic security policies.
• The user applying the update is a Research Organization Administrator or a Site Administrator with administrator access at all sites within the organization.
• The Staff account to update is active.
• The Staff account to update is an in-domain user (cannot be VeevaID, Cross-domain, or User without an Account).

To update user login information, complete the following steps:

1. Access Administration > Staff.
2. Select user to update.
3. Select View Staff Details.
4. Select Edit.
5. Enter updated information.
6. Select Save.