Training & Support

Topics

Topics

10.0 Connections

10.1 Invite Sponsor/Site to Connect

Duration • 3 Minutes

Connections can be made between organizations, to enable sharing of profile information.

Connections

A connection between a sponsor organization and a research site allows:

  • Users registered with a research site to view a complete sponsor account profile, including study personnel contacts and study details.
  • Users registered with a sponsor to view a complete research site profile and credentials, including study personnel contacts.

Invite sponsor or site to connect:

  1. Navigate to ‘Sponsors’ or Research Sites’ in the system navigation panel, selecting ‘All sponsors’ or ‘All Research Sites’ from the drop-down menu as appropriate.
  2. Search the registry for the appropriate Sponsor/Research Site you seek to connect. Using the three dots in the action panel adjacent to the appropriate sponsor/research site, select ‘Connect’.
  3. After a connection request has been submitted, the administrative user for that organization will be notified of receipt of a connection request, which they must accept for organizations to be connected.

 

Other videos in this section

10.0 Connections

10.2 Manage Connection Requests

Duration • 4.5 Minutes