How do I add another user to my study?

How do I add another user to my study?

You can add new users to your study directly from the My Studies page, and control whether they see the entire study or only specific sites. Primary Researchers and Researcher Staff can both add users.

Understanding study vs. site access

Most users won't need to make this choice. Most people are Site Users with access to a single site — and if that's you, you'll only see the site access options. There's no Assignment dropdown, and anyone you add is automatically a Site User on the site(s) you can already access.

If you're a Study User, you'll also see a required Assignment dropdown with two options:

• Study User — Access to all sites in this study. Best for staff overseeing the entire study.
• Site User — Access is limited to one or more specific sites. Recommended for multi-site studies where staff should only see data from their assigned site(s).

💡 Tip: On the Research Staff list, Site Users show their assigned sites in [Site ID] - [Site Name] format, and Study Users simply show "Study User." Anyone with at least one site assignment is a Site User.

How to add a user

1. Navigate to the "My Studies" page.
2. Select the '+' button under "Research Staff" for the study you want to add a user to.
3. Select "+ Add New User."
4. Fill out the new user's information and select their role.
5. Choose an Assignment — Study User or Site User. If you don't see this field, skip ahead; your new user will be added as a Site User automatically.
6. Select the site(s) the user should have access to. You can select more than one. Sites are listed as Site ID - Site Name (for example, BCFS001-01 - ABC Site).

User role types

• Researcher — Full view/edit access to the study and leads.
• Researcher Staff — Full view/edit access to the study and leads.
• Researcher Staff Moderate — Can view dashboard stats, Lead IDs, lead status, contact info, and users assigned to the study. Cannot view or edit screening form answers, edit lead status, work with notes, or add and remove users.
• Researcher Staff Limited — Can view dashboard stats, Lead IDs, lead status, and users assigned to the study. Cannot view contact info, view or edit screening form answers, edit lead status, work with notes, or add and remove users.

To take someone's access away, see How do I remove a user from my study?