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WIPProject Managers and Site Coordinators have access to invite new staff to a W2H program. Note: Site Coordinators can only invite other Site Coordinators and Providers.
To add new staff to a W2H program, navigate to the Manage Study drop-down and select Personnel.
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Click on the “Invite Users” button which will open up a window to invite new staff:
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First, start by typing in the staff member’s name.
If they already have a W2H account, they’ll appear in a dropdown and you can select their name. That will auto-populate email and username.
If they don’t have a W2H account, continue typing in their email. You can leave their username blank, W2H will auto-generate this for them.
Then, select a W2H role for the new staff:
Project Manage has full access to W2H
Research Coordinator can enroll patients and access data
Site Coordinators can manage personnel and patients
Statisticians can only access data
Providers can only manage patients
After selecting the role, check the checkbox at the bottom which ensures the new staff member has IRB-approval to view patient data or is clinical staff a part of the program. Then click the blue “Invite” button.
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Staff should receive a welcome email and a set your password email. They’ll need to create their password as soon as possible because the password link will expire.
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