Creating a New User
Navigate to the ‘Administration’ tab via the upper System Navigation ribbon.
On the Administration Workspace, click on the ‘Users’ tab located on the left-hand side of the screen
Click on the ‘Add’ icon to add a new user(s).
On the New User screen, enter any relevant information. Most fields on this screen are *required for successful user creation
Assign desired User roles and permissions to the new user
Click ‘Save’. The new user is now created.
Upon logging in with the password set upon creation, the new user will be required to update their password.
If Single Sign On is enabled, the username must match the ID used for authentication
If Single Sign On is enabled, a password must still be entered but is ignored by the system as the user is authenticated at the identify provider.
Editing an Existing User
Navigate to the ‘Administration’ tab via the upper System Navigation ribbon. On the Administration Workspace, click on the ‘Users’ tab located on the left-hand side of the screen
Select the specific User you wish to edit and click on the ‘Edit’ button.
Upon completion of edits and/or modifications to the user profile, click on the ‘Save’ icon.
Inactivating User(s) in PharmaCM
Navigate to the ‘Administration’ tab via the upper System Navigation ribbon. On the Administration Workspace, click on the ‘Users’ tab located on the left-hand side of the screen
Select the user you wish to inactivate and click on the ‘Edit’ button.
On the User details section, click on the ‘Is Inactive’ checkbox and click on the ‘Save’ icon.
Navigate to the User list to verify that the user is now ‘Inactive’.
An inactive user will not display in the dropdown when assigning users to roles at the study level.
To view all users that are active and inactive, use the Active Users Report.