User Guides
Activate Unconfirmed Users
1. Once a new user has registered for an account, the Site Admin will need to activate the user account to provide the user access to the Reliance System.
2. Open the user details page by clicking the icon under Actions for the unconfirmed user.
3. Click “User Details”.
4. Use the radio buttons to select the user type.
In general, investigators and study team members should be assigned as “General” users (see General User Permissions). IRB/HRPP staff and other institutional representatives may be assigned the “Site Admin” role (see Site Admin Permissions). Please note that the role of ‘Super Admin’ is limited to the SMART IRB Team.
5.Use the toggle to allow the user to access the Reliance System.
6.In the status dropdown in the top right corner, click “Active”.
7.Click “Save” in the bottom right corner.
8. You will see a success message and the newly-confirmed user will appear at the top of the dashboard with the status “Active”.
