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This enables the researcher to give specific permissions to research staff.


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When submitting a new user request, PI approval(s) and the IRB approval letter for that user are required before the request can be processed.

The image below provides a snapshot of the permissions tabs and what selections are available. Down below are the steps to add a Role and User.

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Creating New Role

When creating a New Role, click on “Add a New Role.”

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Name the Role and click “Next.”

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After naming the Role, Permissions can be established. After selecting the desired Permissions, click “Done.”

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After setting Permissions, a list of created Roles will populate.

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Add New User

To create a New User, click “Add a New User.”

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Note: In order for a user to be populated in the EDC, a “Support Desk “ ticket with the PI approval and IRB approval must be submitted.

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Next, enter the Username or Email of the User to be added and select a Role to give the User.

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After completing the fields, click “OK” and the User will populate on the list of Study Users.

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