Users are in the Active status when created or added to your site. If a user leaves your site and should not remain active in the system, Admins can fully inactivate the user and their Study Assignments.

Inactivate Staff

Complete the steps below to inactivate a user and all of their access:

1. From the Administration > Staff tab
2. Select the user to inactivate.
3. Select Change State to Inactive from the Actions.
4. Select Continue to confirm your intent. This process may take a few minutes to complete.

If you need to reactivate the user, complete the steps to create a user.

Inactivate Principal Investigator

While you can inactivate Principal Investigators (PI) in the same way as other site staff (Administration > Staff), it is best to use business process actions (ex. Delegation Log Closure or Change PI) to better represent study activity and trigger the PI removal.

If the outgoing PI is to be fully inactivated from all studies and access, it is best to complete the Change PI process on each study from which the PI is leaving, rather than inactivating from Administration > Staff.

To inactivate a PI on a study:

• If inactivating because the study is closing and the study is enabled with Digital Delegation, initiate Delegation Log Closure.
• If inactivating because a new PI is assigned to a study, initiate PI Change.
  • If you inactivate the PI from Administration > Staff before initiating the PI Change and: *Incoming PI is not already assigned to the study team, add the incoming PI manually.
    • Incoming PI is already assigned to the study team, use the PI Change action to promote a Subinvestigator to Principal Investigator.