How Do I Create a Site User for an Existing Site?

To create a site user for an existing site:

  1. Click the Study Permissions tab in the navigation panel to open the Study Permissions window (this feature might not be available, depending on your type of access).

  2. Click the Create Site User button in the upper right-hand corner of the window to open the Create Site User window.

  1. On the Create User Wizard window, fill out all of the required Site & User information fields, and click the Next button.

  1. Complete the User Address & Roles section and click the Sign & Submit button. The Signature window opens.

  • At least one (1) role should be selected for this section before proceeding. The role(s) you select apply to specific access rights in the Portal.

  • At this point you can click Back to go to any of the previous steps to edit information, or you can click Cancel if you no longer wish to add the user.

  1. Enter your login email address and password, check the authorization checkbox, and click the Sign button.

A message displays advising the request has been submitted successfully.

The user that was added will now receive email confirmation with the required instructions to login to the Portal.