---
title: "Managing Site Users"
slug: "adding-a-new-user"
updated: 2025-05-27T14:42:21Z
published: 2025-05-27T14:42:21Z
canonical: "help.clario.com/adding-a-new-user"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.clario.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Site Users

**Managing user access hassle-free!**

**Add, edit, and remove users effortlessly from one central hub.**

![image description](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Site%20Management_Hero%20Image%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D)

## Adding Site Users

![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Site%20Management_Add%20User%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D)

1. Press **+ New User**.
2. Complete all fields.
3. Select the appropriate role from the drop-down menu.
4. Press **Submit** when done.
5. You'll be notified that the new user was requested successfully. The notification will disappear automatically or you can press **x** to dismiss it.

> [!NOTE]
> To assign multiple roles, click the **Roles** field again and select additional roles. Clear roles by pressing **x** next to the role name.

## Editing Site Users

1. Go to the user’s information card.
2. Click the three vertical dots to open the actions menu.
3. Update the user's first and last name, email address, and assigned roles.
4. Press **Submit**.
5. Review the summary of changes and press **Confirm** to proceed.

![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Site%20Management_Edit%20User%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D)

## Removing Site Users

![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Site%20Management_Remove%20User%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D)

1. Go to the user’s information card.
2. Click the three vertical dots to open the actions menu.
3. Press **Remove Access**.
4. Review the on-screen message and press **Remove**.

The user’s card will no longer appear in your site’s list of users.

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="h2"><editor360-faq data-type="faq"> <hr data-faq-hr="true"> <div data-expand-collapse="expandFirst" data-faq-type="normal-faq" data-loading="false" data-type="faq-acc-wrapper"> <h2 data-block-id="map6ej31-28hv90-206" data-faq-header="true">Frequently Asked Questions</h2> <div class="details-wrapper details-wrapper_rendered" data-type="details-wrapper"> <details data-opened="true" data-button-align="right" data-details-border="withBorder" data-expand-icon="arrow" data-lock="false" open="true"> <summary><h4><span style="" type="spanMark">How do I navigate to the page where I can manage site users?</span></h4></summary> <div data-type="details-content"> <div class="clario-section__card-list"> <div class="clario-text"> <p>From Clario’s <strong>Global Dashboard</strong>:</p> <ol start="1" style=""> <li><p>Press <strong>Select Study or Organization</strong>.</p></li> <li><p>Choose your study from the drop-down list, or press <strong>Show more…</strong> to search for it.</p></li> <li><p>Press <strong>My Sites</strong>.</p></li> </ol> </div> <div class="clario-image"> <p><img src="https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/FAQ_Navigation%20to%20UI%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D" class="adv-wysiwyg-img" mediatype="inline-block-img" alt="" title="" width="auto" height="auto" dataalign="center" datadisplay="inline" data-type="media-content" type="inline-block" fixaspectratio="true" autoaspectratio="false" shadow="" border="" round="" link="" newtab="" style="float:none;vertical-align:bottom;width:auto;height:auto;"></p> </div> </div> </div> </details> <button class="details-arrow" type="details"></button> </div> <div class="details-wrapper details-wrapper_rendered" data-type="details-wrapper"> <details data-opened="true" data-button-align="right" data-details-border="withBorder" data-expand-icon="arrow" data-lock="false" open="true"> <summary><h4><span style="" type="spanMark">What does the “Requested” status mean?</span></h4></summary> <div data-type="details-content"> <div class="clario-section__card-list"> <div class="clario-text"> <p>This means the user is awaiting approval by Clario Staff before being added to the study.</p> </div> <div class="clario-image"> <p><img src="https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Site%20Management_User%20Requested%20Status%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D" class="adv-wysiwyg-img" mediatype="inline-block-img" alt="" title="" width="auto" height="auto" dataalign="center" datadisplay="inline" data-type="media-content" type="inline-block" fixaspectratio="true" autoaspectratio="false" shadow="" border="" round="" link="" newtab="" style="float:none;vertical-align:bottom;width:auto;height:auto;"></p> </div> </div> </div> </details> <button class="details-arrow" type="details"></button> </div> </div></editor360-faq></editor360-custom-block>

![Clario logo](https://clario.com/wp-content/themes/clario-bootstrap/media/logo-white.svg)