Site Staff: Available Tasks (Admins Only)

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The tasks below can be completed in the Study Connect Site Staff tab.

Create Site Staff and add Staff to Study

Complete the following steps to create a SiteVault account for site staff requiring Study Connect access:

1. Select Create New Site Staff.
2. Enter the email address of the site staff member.
3. Enter the phone number of the site staff member.
4. Enter the first name of the site staff member.
5. Enter the last name of the site staff member.
6. Enter the Vault User Name.
7. Select Next to continue the process. SiteVault reviews existing records for the presence of the entered email address.
   • If an existing staff account is not detected, then select Create New Site Staff.
   • If an existing staff account is detected and the preferred account is listed, then select the preferred account.
   • If an existing staff account is detected and the preferred account is not listed, then select Create New Site Staff.
8. Select Next to continue the process.
9. Select the studies to which the user is assigned.
10. Select Save to complete the process.

See the Creating and Managing Users in Study Connect training video for more information.

Edit Site Staff

Complete the following steps to update Site Staff records requiring a change to email, name, or study assignments:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Edit.
3. If needed, update the email address of the site staff member.
4. If needed, update the phone number of the site staff member.
5. If needed, update the first name of the site staff member.
6. If promoting Site Staff Non-User Person to Site Staff user, enter Vault User Name.
7. Select Next to continue.
8. If needed, update Study Assignments by checking or unchecking study checkboxes.
9. Select Save to complete the process.

Change Staff to Administrator

SiteVault considers role context when promoting a Staff user to an Administrator user. If you access Study Connect as a Research Organization Administrator, the user is promoted to a Research Organization Administrator. If you access Study Connect as a Site Administrator, the user is promoted to a Site Administrator.

Complete the following steps to update a Staff user to an Administrator user:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Promote to Admin.
3. Confirm completion by reviewing the Access Type column.

Change Site Administrator to Site Staff

Complete the following steps to update a Site Administrator user to a Site Staff user:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Make Staff.
3. Confirm completion by reviewing the Access Type column.

Change Site Staff to Inactive

Complete the following steps to update a Site Staff user and their study assignments to Inactive:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Make Staff Inactive.
3. Confirm completion by reviewing the Status column.

Change Site Staff and Study Assignments to Active

Complete the following steps to update a Site Staff user and their study assignments to active:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Make Staff Active.
3. Confirm completion by reviewing the Status column.

Reset Password

Complete the following steps to initiate the password reset process for a user experiencing password issues:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Reset Password.

Reset Welcome Email

Complete the following steps to initiate the resending of the welcome email for a user experiencing login issues:

1. Access the Actions menu by selecting the ellipses (…) to the right of the record name.
2. Select Resend Welcome Email.

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Site Staff: Overview (Admins Only)

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