Content in this article relates to:
Cardiac Solutions
Clario Portal
Update a user's study roles in the Clario Portal so they have the access they need for their tasks.
In this guide, you'll learn how to:
Edit a user's study-specific roles and permissions.
Submit permission changes for approval.
Complete the electronic signature process.
Confirm that the permission update request was submitted successfully.
Press play to watch the animated tutorial
Before you begin
Before you update or remove a user's access, keep these role limits in mind.
One role required
Every user must have at least one role assigned.
Principal Investigator role
You can't remove the Principal Investigator role from a user in the Clario Portal. To reassign this role, see Updating the Principal Investigator role.
Shipping Contact role
You can't remove a user with a required role such as Shipping Contact until you assign that role to another user.
Update site user permissions for a study
In the navigation panel, select Study Permissions to open the Study Permissions page.
You may not see Study Permissions, depending on your access level.
Select the Edit icon next to the user's name.
In the User Information section, update the user's roles as needed, then select Sign & Submit.
In the Sign Create User window, enter your credentials, confirm the electronic signature message, then select Sign. A confirmation message appears when the request is submitted successfully.
Need more help?
If you still need assistance after following this guide, contact Clario Customer Care. Use the Customer Care contact help for country-specific phone and email options. Be ready to share your study and site details when you reach out.
