Invite New Users

Inviting New Users to Way to Health

Project Managers can provide access to project staff by sending an email invite. 

Open

• Project Managers can do this by navigating to "personnel" in "manage study" 

• At the top right hand of the page click invite users

  • A page will appear allowing for the project manager to enter in the users name, email and username

    • We can autogenerate a username for you if you leave the field blank

  • A project Manager will also be able to choose a role for each individual on a drop down

  • by clicking the blue "+" you can create another line to enter the information to invite multiple users at once

  • The check box at the bottom of the email must be clicked, acknowledging and IRB approval if needed

  • Clicking "invite" will send the users two emails

    • One email granting them access and sharing the link to your site

    • One email asking the user to create their own password

• When inviting Penn staff, be sure to use the firstname.lastname@pennmedicine.upenn.edu format when entering the email address or they will receive an error when they attempt to use SSO when logging in.