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How to Add Users to a Study and Site Location

Katheleen Lopez
Katheleen Lopez
  • Updated

In the Study Organizer, there are multiple ways to add staff and teammates to your studies and site locations. 

How to Add New Staff to a Study

  1. Click the user icon in the top right corner.
  2. Select Invite Teammates
    2024-09-11_16-45-56.PNG
  3. In the "Add Teammate" block on the right side of the screen, input the Teammate's details.
    2024-09-11_16-47-21.PNG

    You can de-select the "Invite to StudyOrganizer" option if you don't want to invite the user to use the StudyOrganizer.

  4. Click Save, and your staff member has been added!

How to Add a Teammate to a Site Location

  1. Click on the Study Location


  2. On the Study Team tab, use the “Add Teammate” menu on the right to add a teammate:
    2024-09-11_17-07-51.PNG
  3. Select the Teammate, their role, and optional Blinding status.
  4. Save, and you're done!

 


Questions? Email support@florencehc.com for assistance.

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