- Navigate through the Main menu - > Management - > Users and roles;
- Click on ‘add new user’;
- Fill in the desired information;
- Click on the tab ‘Role’;
- Choose the desired role and possible other options;
- Click on ‘Save’.
As a user of ResearchManager you are sure of the safety of your data. One way to guarantee this is the usage of a number of roles defined beforehand in the application. Because not everyone can access everything, the possibility of making mistakes is significantly decreased.
With every role comes certain rights – this way an application manager can edit the setting of the module but cannot save data in the CRF. A researcher can save data in the CRF, but does not have certain other rights – for example, they cannot export data. It is possible to grant a user multiple roles. A user can only have one role per site and per study.
If within the module you have the role of application manager or data manager, you can add new users and grant them a role. Below you can read how this works.
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards ‘Users and roles’
Now you see the starting page. Click at the top, in the menu bar, on ”Management”. Then, click on “Users and roles” under the heading “Site- and user settings”.
Step 2: Manage display of list with users
Now you see a list with users within the application. Above the list you can filter the results on study and site. Choose “No filter” and “All sites” to be able to see all users. By clicking on the arrow to the left of a user, you can see the sub information of this user – for example, to which study he or she is linked. To see this for all the users, you click on “Unfold all” at the top, and “Fold all” to hide the information again.
At the bottom of the list you can navigate to the first, previous, next, last or a specific page. You can also change the amount of results shown per page.
Step 3: Add new user
Click on the bottom left of the list on “Add new user”. Now a pop up with two tabs opens: “Personalia” and “Role”. In the tab “Personalia” a few fields are mandatory, if you try to save the user without filling in the fields you will see that a red edge will come around it.
You could save a user without filling in a role. You can always add it later. If you do fill in a role, it could be that extra options become visible. This is dependent on the role you choose. For example, you indicate whether a user should have the right to randomization. With the role Researcher you can indicate to which chapters in the research he has access to.
Initially you can only link one role to a user. If the user has been created, you can add multiple roles.