Edit a study user

A study user administrator or a product administrator with the Study Creator or Global User Manager roles can modify a study user at any time. The details that can be edited for a study user include: the effective date range for their access, their assigned study roles and their site and depot assignments.

Note:

Study creators are the only users who can assign study users with roles for the study design mode.
  1. From the Home page, Open the study's settings.
  2. Navigate to the Users tab.
  3. Locate the user you want to update and select it.
  4. From the Manage Users drop-down select Edit.
    The Edit User window opens.
  5. Modify the available fields as applicable.
    Item Description
    Full Name This field is automatically populated with the name of the user and cannot be modified.
    User Name This field is automatically populated with the selected user's user name and cannot be edited.
    Email This field is automatically populated with the selected user's email address and cannot be edited.
    Effective Date Range

    Enter a From and To date, defining when the user can access the study. Or select No End Date to allow the user access without expiring.

    Tip: We recommend specifying an end date to ensure you can record when a user had access to the study after it ends. Specifying an end date is also recommended in place of removing a user, making it easier to reinstate a user if needed.

    Note: Oracle Clinical One Platform uses Coordinated Universal Time (UTC) to determine study access. For example, a user with an effective from date of 03 Apr can access the study as of 12:01 AM UTC on the 3rd. If the user is on the United States East Coast, they can access the study at 8:01 PM ET on the 2nd (or an hour earlier when observing daylight saving time).

  6. Select the appropriate Study Roles for each mode as applicable, then click Next.

    Tip:

    For a list of permissions assigned to each study role, click View Permissions for Study Roles, then select the role to see the permissions.

    Note:

    You should not assign template study roles. See Manage study roles.
    Item Description
    Study Design Mode Select a study role if the user needs to be part of the study design process.
    Testing Mode Select a study role if the user needs to be included in testing before the study goes live.
    Production Mode Select a study role if the user needs to access the study during the study conduct period.
    Training Mode
    • Users typically have the same study role in training and production modes. If that is the case, activate Same as production mode (active by default).
    • To select a different study role for training mode, deactivate Same as production mode and select a study role for the user to complete training.
  7. In the Sites & Depots screen, modify the site and depot assignements as applicable. For more details, see Best practices for role, site, and depot assignment.
  8. Click Finish to save your updates.
    You are presented with a confirmation message stating the user has been successfully modified.