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:
- The Host Name
- List of users to select as the Administrative contacts that CDS can contact regarding the account
- Billing Contact information
- 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
