Creating a site user for an existing site

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Content in this article relates to:

Cardiac Solutions

Clario Portal

This article shows you how to add a new user to an existing site in the Clario Portal.

In this guide, you'll learn how to:

  • Add a new user to an existing site.

  • Assign user roles and permissions.

  • Complete the required electronic approval process.

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Create a site user for an existing site

  1. On your My Portal dashboard, select the Menu icon in the top-left corner to open the navigation panel. Select Study Permissions to open the Study Permissions window.

    You may not see Study Permissions, depending on your access level.

  2. Select Create Site User in the upper-right corner of the window to open the Create User window.

  3. In the Create User window, enter all required site and user information, then select Next.

  4. In the User Address and Roles section, enter the required address information, assign the appropriate roles to your user, then select Sign & Submit.

  5. In the signature window, enter your credentials, confirm the electronic signature statement, then select Sign.