SiteVault Administration

Learn how manage users and records as a SiteVault administrator

Edit or Remove a User's Site Permissions

Who can complete this task?
  • Administrators

Note Removing access to a site will also inactivate any active Study Assignments for that site.

If you complete the steps to remove access, the user will appear as Inactive on the Administration > Staff page (Research Org Administrators only). However, their profile documents (CV, licenses, etc.) remain in their existing Study eBinder folders. You have the option to manually change them to Superseded.

Once users are inactivated, their names will appear as “SiteVault User” on training evidence reports; consider running those reports prior to completing the steps below.

  1. Access the Administration > Staff tab.
  2. Select the record of the user you want to update.
  3. Expand the Access & Permissions section.
  4. Select the Access & Permissions edit icon ({Edit}).
  5. Update the user’s system role and add-on permissions or click Remove Access to remove access to the site.
  6. Select Save.
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