- Main menu – Management – Users and Roles
- Click on “Add user’’
- Fill in the desired information
- Select all the desired roles in the drop down menu at ‘’Roles”
- Click on “Save”
Step 1: Log in on CTMS
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Step 2: Through Management navigate towards ‘Users and Roles’
Now you see the starting page. Place your mouse at the top, in the menu bar, and click on “Management”. Then, click on “Users and Roles” under the heading “Users and Roles”.
Step 3: Overview users + Filtering
Now you see a list of users within the application. At the top of the list you can filter the results on users with a role in CTMS, users without a role in CTMS or both (“All users”).
At the bottom of the list you can navigate towards the first, previous, next, last, or a specific page. You can also change the amount of results displayed per page.
Step 4: Add user
Click on the bottom left of the list on “Add User”. Now a pop-up open where you can fill in information about the user. Some of these fields are mandatory, if the user tries to save without filling them in you will get a notification about it. You can save a user without filling in a role. You can always add it later.
It could be that you have more or less options available when assigning roles to other users, this is dependent on your own role. Every role you see in the drop down menu can be assigned by you.