A necessary and first step to providing someone access to a study is to first provide them access to your account. If they are a new user in Clinical Studio, they will also receive their login credentials in this step.

1. Open the User Manager

Find the form to add new users at the bottom of the page.

2. Fill in the fields. Verify the email address entered is correct.


The Role selection is the user's account role - Not the study role. The user's site and role is handled here in the study configuration.

Most users at the site level will have the role of 'No Access'.

The highlighted item above is how the user receives login credentials.

In most cases you will want to send the login credentials to new users by checking the box. If not, you can always do it later directly from the user list. This allows you to add users and setup your study in advance before sending out login info.

Read here on how to add users to specific sites and assign study roles.

Read here on how to manage users once they've been added to the User Manager.