Adding a new user (i.e., site staff)
- 26 Aug 2024
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Adding a new user (i.e., site staff)
- Updated on 26 Aug 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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Overview
From the Site Users tab in the Sites section of the Clario Portal, click + New User.
Complete all of the required form fields.
Press Submit.
Information Scope
Solution: Medical Imaging
Platform: NxT
Expand for detailed instructions…
Adding a New User
1. Click + New User.
_ (3) - Step 1.png "How do I add a new user (i.e., site staff)_ (3) - Step 1.png")
2. Complete all fields.
_ (3) - Step 2 (1).png "How do I add a new user (i.e., site staff)_ (3) - Step 2 (1).png")
3. Use the drop-down menu to select the appropriate role.
Expand to learn other actions you can take…
You can also assign multiple roles to a new user. Simply repeat the role selection step by clicking the Roles field to bring up the list of role options again. Make your selection. You’ll then notice that the selected roles now appear on the screen.
You can clear the selected roles by pressing the x shown next to the role name.
_ (3) - Step 5.png "How do I add a new user (i.e., site staff)_ (3) - Step 5.png")
4. Press Submit when you've completed the form sections.
_ (3) - Step 11.png "How do I add a new user (i.e., site staff)_ (3) - Step 11.png")
5. You'll be notified that the new user was Requested successfully. The notification will automatically disappear or you can press x to dismiss it.
The new user’s card will also now appear in the list of user cards for your site with a Requested Status.
The new user now needs to be approved by Clario.
_ (3) - Step 13.png "How do I add a new user (i.e., site staff)_ (3) - Step 13.png")
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