User Management
The platform supports two user creation pathways: Admin-created users (staff, coordinators, investigators) and Self-registered subjects (clinical trial participants).
User Creation Pathways
Admin Portal - Staff Users
Access: Management → Users
| Field | Required |
|---|---|
| Yes | |
| First Name | Yes |
| Last Name | No |
| Gender | No |
| Mobile | No |
| Role | Yes |
Self-Registration - Subjects
Access: /signup (Public)
Clinical trial participants can self-register and are automatically assigned the Patient role.
Add User (Admin Portal)
- Navigate to Management → Users
- Click Add User
- Enter user details and select a role
- Click Save
Available Roles
| Role | Access | Primary Functions |
|---|---|---|
| Platform Administrator | Full | User management, system settings, all studies |
| Study Designer | Admin Portal | CRF design, study configuration, site setup |
| Principal Investigator | Assigned Studies | Study oversight, subject data review |
| Study Coordinator | Assigned Studies | Enrollment, visits, CRF data entry |
| Patient | Subject Portal | Personal data, vitals, appointments |
Subject Management
Subjects (clinical trial participants) can be created through:
1. Self-Registration
Subjects register via the public signup page and are automatically assigned the Patient role.
2. Study Enrollment
Study Coordinators can add existing patients to studies:
- Navigate to Studies → Select Study → Subjects
- Click Add Subject
- Search for existing patient
- Select site location
- Click Add to Study
This creates a Subject record linking the Patient to the Study and Site.
User Actions
| Action | Description |
|---|---|
| Edit | Update user details, change role |
| Disable | Deactivate account (soft delete) |
| Enable | Reactivate disabled account |
Note: Users are disabled rather than deleted to maintain audit trails.