User Management

Enrolling Subjects
Summary This article covers how to enroll a subject on both the Browser and Mobile platforms. Table of Contents Browser Platform &...
Tue, Aug 3, 2021 at 10:09 AM
Entering Records
Summary This article describes some of the common data fields you may see when filling out a form, how to save the form, and navigating to other forms. ...
Thu, Apr 8, 2021 at 4:37 PM
Subject Manager
Summary This article covers a brief overview of the Subject Manager.  Tool Name: Subject Manager Tool Descript...
Tue, Aug 3, 2021 at 2:43 PM
PDFs and Casebooks
There are multiple option for pulling paper PDF downloads of CRFs which have been entered on subjects.  Download entire casebooks - all CRFs entered on a ...
Thu, Jun 17, 2021 at 10:00 AM
Role Security (User Permissions)
Summary Role security is where user roles are configured and corresponding user permissions for those roles are defined. Form and field blinding are also d...
Thu, Aug 19, 2021 at 3:49 PM
Study Role Permissions Guide
Summary This article covers all of the permissions that can be defined for study roles.  After the study roles have been configured, this guide can be u...
Tue, May 10, 2022 at 3:29 PM
Role Permissions Template
After the study roles have been configured, this template can be used to set permissions for common roles in clinical research. Important Note: This tem...
Sat, Mar 26, 2022 at 12:00 AM
Role Manager
Summary This article covers the Role Manager page that is used to create custom roles for access to items under the Website Host menu.  Table of Content...
Thu, Apr 8, 2021 at 5:40 PM
Rights Manager
Summary This article explains how to use the rights manager to assign rights to other roles. The Rights Manager allows a user with an Administrator ro...
Thu, Apr 8, 2021 at 5:42 PM
Grant Rights to all Forms for all Users
Summary This article covers how to grant rights to all forms for all users. To access this application, select Grant Rights to all Forms for all Users ...
Wed, Mar 3, 2021 at 2:44 PM