Question:

How to Activate or Deactivate a User in RTSM?

  Answer:

Notes:

• A user can only be activated if the site they are affiliated with is activated
• Must be logged in as Clinical Project Manager user role
• Some user roles will not be able to be activated or deactivated by the Clinical Project Manager due to the access level of the Clinical Project Manager user role
• Please contact the Help Desk for additional assistance in activating or deactivating a user: helpdesk@rtsm.veeva.com

To Activate a user:

1. Navigate to the User page.
2. Click on the Task Menu button for a specific user.
   
   
   
   
3. The Task Menu opens for the User. Click on Activate User.
   
   
4. The final form opens to Confirm activation.
   

To Deactivate a User:

1. Log in as a Clinical Project Manager user. Navigate to the Users page.
2. Click on the Task Menu (3 dots) for the user to be deactivated.
   
   
   
   
3. The Task Menu for the user opens. Select Deactivate User.
   
   
   
   
4. A confirmation step opens to deactivate the user. Click Confirm to deactivate.
   

Note: The study may have different tabs than displayed above.

  Related Documentation:

  Help Documentation: N/A