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Add a new user to your study in EDC/CDMS

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Table of Contents

Add a user Invited/confirmed users

In this article, you will learn how to invite additional users to your study. Before you are able to invite new users and manage existing ones, make sure you have the 'Mange users' rights.

 

Add a user

In the 'Users' tab, click the '+ Add user' button to add a new study team member to the study:

A pop-up will appear where you have to fill in the users email address and select an institute to which the user belongs. You can also add an additional message to inform them about the invitation. Press add user to finish the process. 

 

If the user already has a Castor account, the study will be added to their list of studies. If the user does not have a Castor account, they will be required to register before being able to access the study.

If you would like to add multiple study team members in bulk, you can import the users. Learn how to do so in the article Import Users.

Invited/confirmed users

Users new to Castor will receive an email with an invitation to join Castor. They will be listed as 'Invited' if they have not yet registered - this will change to 'Confirmed' once their account is registered. 

If you wish to send a reminder or resend the initial invitation email, you can click the envelope button under 'Actions' to resend the invite:

 

 

Once a user is confirmed, you can assign user rights to the new user.

 

By default, newly created users do not have any rights within the study. 

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  • The study 'Settings' tab in EDC/CDMS
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  • Define user roles in EDC/CDMS
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