The User Manager is where users are added to the account/host. This must be done as a precursor to adding the user to the appropriate site within a study and designating their study role.


To add a user, open the User Manager from Host Management in the main menu.






This will open a list of all existing users. Tap the Add New User link at the top of the screen to fill out the user's details.




When filling out a user's details, the email address is of importance for the system to email their login instructions.


Host Role - In most cases, this will be No Access

The roles set up at the host level are the choices you will see here. The Administrator option will give the user access to TrialKit Builder to make changes to the account.

No Access simply means the user will have no access at the Host level. Instead, they will have a role at the study level, as designated here.


Selecting Save will automatically send that user their login credentials if they are not yet a member of the system on other accounts. 


After saving a new user, the list of studies available on the account will open. Enable the studies that the user should have access to.

Note, for a new user at this point, they will not have access to anything until they have been designated to a site with a study role.

Read more about designating users' study roles and assigning them to sites here.