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Add new user group

In the ADMIN app, you can create a new user group whenever you need to unite certain users with similar responsibilities, activities, and purposes to conveniently manage their access rights to selected sites and depots.

For instance, you can create User Group A to which you add clinical research associates (CRA) who only manage Site A and Depot A, and User Group B to add CRAs who manage Site B and Depot B.

To add a new user group
  1. In the ADMIN application header, select the USER GROUPS tab.

  2. On the Groups page that appears, from the workspace toolbar, select New item add_new_icon.png.

    Accessing option to add new user group
    Figure 1. Accessing option to add new user group

  3. In the New Group dialog that appears, fill in the fields as explained in the following table.

    Specifying new user group details
    Figure 2. Specifying new user group details

    Element

    Details

    Name

    Enter the name of the user group.

    Description

    Enter information on the user group to depict its general purpose or distinguish it from others.

    Select Lifecycle*

    Select whether the user group can be accessed in dev (development), uat (testing), prod (production), or all lifecycles.

    Active

    Set as follows:

    • Select the checkbox to make the user group active upon creation and allow the users added to the group to access the respective site and depot data in the eClinical system.

    • Clear the checkbox to make the user group inactive upon creation and prevent the users added to the group to access the respective site and depot data in the eClinical system until activated.

    You can activate or inactivate the user group whenever needed while working with eClinical.

    SAVE

    Select save_button_red_white.png to implement the changes.

    CANCEL

    Select cancel_button_white_blue.png to discard the changes without saving, close the dialog, and return to the Group page.

Once saved, the new user group is created. You can now configure the user group's access to certain sites or depots and then start adding users to the group.