Add a staff user

Create a person once, then grant them into each project they need.

You need Customer to create the user. Who typically holds that role at a site is not documented here yet — see GAPS.

Click-path below is from the staff wiki (11 Dec 2025). Confirm labels in the app.

1. Create the user

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

4. New → New User.
5. Fill New Account:
   • Username (must be unique)
   • First Name
   • Middle Initial (optional)
   • Last Name
   • Email

6. Save. The person gets a system email to verify the account and create a password.

2. Optional customer-level roles

Most users do not need these. After save, add a customer authorization only if they should (confirm in app):

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

The 11 Dec 2025 add-user page lists only those three on this screen.

3. Add the user to a project

Creating the account does not put them on a study.

1. Open the project.
2. Open Users.
3. + → select the user (confirm in app).
4. Grant roles per site. Most project roles are site-specific.
5. Save.

Current project/site role names (Aug 2026 catalog): 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.

Reset or "unlock"

Lock/unlock is a password reset. From user management you can also activate, inactivate, or edit a user (staff wiki, 11 Dec 2025; confirm in app).