Add Staff User FAQ

Common questions about creating staff accounts.

How do I create a new staff user?

You need Customer access.

  1. Sign in at https://my.studytrax.com.
  2. Open Customer from the left navigation.
  3. Open Users.

Customer section with Users, Sites, Variable Groups, and Medications navigation
Customer section with Users, Sites, Variable Groups, and Medications navigation

  1. Click New → New User.
  2. Fill out New Account:

New Account dialog with Username, name fields, Email, and notification options
New Account dialog with Username, name fields, Email, and notification options

  • Primary Customer (dropdown)
  • Username (required, must be unique)
  • First Name / M.I. / Last Name
  • Email + Email Verified checkbox
  • Notifications (default: Email)
  • Expire Password checkbox
  • Active (default: on)
  • Multi-factor Authentication checkbox
  1. Click Save.

The new user receives a system email to verify the account and create a password.

→ Add user how-to

What is the dialog title when adding a user?

The dialog title is New Account, not "New User" or "Add User."

What roles can I assign at the customer level?

Most users do not need customer-level roles. The available customer-level authorizations are:

  • Customer — manage users, sites, subject forms (demographics), project forms (Budget, IRB)
  • Project Creation — create new projects (the creator automatically gets Project Management on the new project)
  • Medication Management — manage the customer medication list

How do I add a user to a project?

Creating the account does not add them to any project. After creating the user:

  1. Open the project.
  2. Open Users.
  3. Click + and select the user.
  4. Grant roles per site. Most project roles are site-specific.
  5. Save.

→ Add user how-to | Assign project roles how-to

What project roles are available?

Current project/site role names (Aug 2026): Project Management, Subject Management, Subject Management read-only, Subject Administration, Query Management, Reports, Dataset Management, Publish Reports, Randomize, View Subject's Treatment.

Do not assign Signing, Unsigning, or Subject Management – Secondary. Those features are removed.

What if I need to reset a user's password?

Lock/unlock is a password reset. From user management you can reset a user's password. The user receives an email to set a new one.

→ Password reset FAQ | Reset password how-to

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