Managing Users
Add and manage users in your tenant
Last updated
Add and manage users in your tenant
Last updated
The User Settings page in the Admin Dashboard allows Study Tracker admins control user access to the tenant. From this page, admins can register new users, modify existing users, reset password, or block access to the tenant.
Before a user can sign-in and start working in Study Tracker, they need to be registered in the User Settings page of the Admin Dashboard. To open the New User form, click the 'New User' button. Provide the following information for each user you'd like to add:
Name: The display name for the user.
Role: Select whether the user will be a standard or admin user.
Email: The primary email address for the user. This will be used for sending notification emails and logging the user in.
Title: Optional. The user's title in your organization.
Department: Optional. The department the user belongs to.
Attributes: Optional. You may add as many additional key-value attributes for the user if there is other information about them you'd like to capture.
Once you click 'Submit', the user will be registered in the system and they will be sent a 'Welcome' email using the address provided. Users will not be able to login until they accept the invitation and set a password using the link provided in the 'Welcome' email.
A full list of registered users can be found in the User settings page in the Admin Dashboard. From here, you can modify existing user in a number of ways using the options in the context menu next to their entry.
Once a user has been registered, all of their metadata (including email address) can be modified. Click the 'Edit User' option in the context menu and you will be returned to the user form page, where you can modify the appropriate fields and save the changes.
If a user has left your organization, you can set their status to 'Inactive' using the 'Set inactive' option in the context menu. Inactive users will not show up as valid study or assay team members when creating new records, but can still be selected if the study has been flagged as a Legacy Study. It is not possible to remove user records from Study Tracker entirely.
Setting a user's status to Inactive does not prevent them from logging into Study Tracker. This functionality is coming soon.
