Inviting Administrators

To invite New Admins:

  • Go to Site Administration > Admins > Invite Admins
  • In the pop-up window, click on the Add New Admins tab
  • Select the Role (Analyst, Moderator, or Client)
  • Assign the Studies the new Admin(s) should have access to
  • Enter the Admins Email Address(es)
  • Click Invite

This triggers an email invitation with a login button. Each Admin will create their account and login credentials upon accepting the invite.

Note: You have the option to customize the email subject line and message.
The Invite Admins button can be used to send invitations to existing Admins on the site as well. For example, when you need to assign Admins to a new study in bulk.

To send an invite to Existing Admins:

  • Go to Site Administration > Admins > Invite Admins
  • Select the Admins
  • Assign them to additional Study spaces (optional)
  • Click Invite

Note: You also have the option to customize the email subject line and message. If it is the Admins first time accessing the site include their username and password using the dynamic values {username} and {password}

Adding Administrators Manually

Select the New Administrator button and fill out the account fields shown. 

  • You must enter a name and email as well as define the Admin's username and password
  • Choose the Role
  • Click Save

When adding a Moderator or a Client account, you must Save the account before you can assign them to Studies. Once saved, a new Studies section will appear on the form at the bottom. If you neglect to assign a Study to a Moderator or Client, they will not be able to access any Study after they login.

After you have added an Admin account manually, you can either invite them as an Existing Admin, or send them their login credentials via an external communication.

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