How do I add another user to my study?

To add a new user to your study within Foundation you will:

  1. Navigate to the "My Studies" page
  2. Under the study in which you would like to add a user, select the '+' button located under "Research Staff."
  3. Select "+ Add New User."
  4. Fill out the New Users information and select their role.

User Role Types:

    1. Researcher
      1. Full view/edit access to study and leads
    2. Researcher Staff
      1. Full view/edit access to study and leads
    3. Researcher Staff Moderate
      1. Can view dashboard stats
      2. Can view Lead IDs, Lead status, and contact info
      3. Can view users assigned to study
      4. Cannot view/edit screening form answers
      5. Cannot edit lead status
      6. Cannot add/edit/view notes
      7. Cannot add/delete users assigned to study
    4. Researcher Staff Limited
      1. Can view dashboard stats
      2. Can view Lead IDs and Lead status
      3. Can view users assigned to study
      4. Cannot view contact info
      5. Cannot view/edit screening form answers
      6. Cannot edit status
      7. Cannot add/edit/view notes
      8. Cannot add/delete users assigned to study

Note: For multi-site studies, if you would like to add users per site, please contact your Customer Success Associate by emailing support@buildclinical.com.

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