Host Account Information

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Identifying Key Contacts and Updating Account Information

The Account Manager is used by a host account Administrator to update information related to billing or key contacts. It can be found via the mobile app on iOS.

Prerequisite: User has a host-level role of Administrator (hierarchy value 200)

The following screen contains:

  1. The Host Name

  2. List of users to select as the Administrative contacts that CDS can contact regarding the account

  3. Billing Contact information

  4. List of studies to drill into further study-specific details

 

Tapping one of the studies in the list at the bottom will open the details for that study - some of which can be updated directly:

5. TrialKit modules enabled for the study 

6. Contact information for who study end-users should contact for support

7. Billing information for the study