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


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.


Creating New Role

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

Name the Role and click “Next.”

After naming the role, permissions can be established. After selecting the desired permissions, click “Done.”

After setting permissions, a list of created roles will populate.


Add New User

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

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.

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

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

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