The below instructions describe the process of creating new users and setting user permissions using the V2 permission interface:
Step 1: Create new user
Input user details (full name and email address)
Select checkbox if Microsoft email address differs from the user email address. This would be the case if a CRO employee is logging in using your companies credentials, but uses their CRO's Microsoft Office license.
Define authentication method (if applicable). If SSO is selected the user will not receive an email invitation as access is controlled by your IT group.
Select Manager checkbox if user should be a Workspace Manager upon creation
Step 2: Set global user permissions
- Select relevant user group(s)
- Define global user role (Viewer, Editor, Reviewer, Investigator, Inspector, or Training)
- Define if user should be Training Manager