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6.4.2 Add Users

Permissioned administrators can add new users to the system from the Active Account Users page.
 
To add new users:
1.    Click the Manage menu in the upper-left hand corner of the screen and select Users under the “Application” heading.
The Active Account Users page displays:
 
2.    Click the Add a New User link.
 
 
The User Details page displays:
 
3.    Enter information as required into the available fields into the User Details section. All required fields are marked by an asterisk.
 
 
 Note:   Some additional fields will be available in eResearch Enterprise, such as “Middle Name”.
 Note:   It is recommended to leave the “Primary Specialty” field blank as this field provides an additional level of access security that cannot be changed.
 Note:   It is recommended to not assign the user to the non-user category.
 Note:   For information regarding Password and e-Signature requirements, see the Password / e-Signature section.
You may also optionally elect to withhold the system login details notification for a user by checking the box in the More Details section.
 
 
4.    Once all user details have been entered, enter your e-Signature, and click the Submit button.
 
 Note:   Once a user has been created, eResearch will automatically send two system generated welcome emails, providing the new user with login credentials.