Learn where and how to set up main users.
⭐ Main User: Can act like "system admins" of the whole instance, e.g. Climedo Product Support or the customer themselves, e.g. the CRO or sponsor. |
1. Creating Main Users
![]() | In order to set up your main users, you need to click on Settings in the top right corner of your page. You will then get to your Main users overview. |
![]() | To create a new main user, just click on the corresponding button and a new window will pop up. |
It is mandatory to fill in an email address, first and last name. Under "Main user rights", you can expand all rights and tick all desired boxes. Save and come back to your main user overview.
⭐ Choosing the user type "main user" does not automatically set the necessary user rights within a study or survey. You will need to manually set the desired rights and add the main user as a collaborator to a study or survey. See this article about collaborator and rights. |
![]() | Once you have created your main user, an email is sent out automatically and the status of your user is "PENDING". The user needs to confirm the email address within 24 hours before being "ACTIVE", otherwise the link will expire. |
![]() | If you wish to re-send an invitation or to delete a user, you'll need to tick the box next to the user first. |
![]() | Second, the "Actions" button gives you the two options to choose from: "Re-send invitation(s)" and "Delete main user(s)". |
2. Update Main Users
You can easily update your main users at any time. Click on the email address of the main user and edit the information you wish to change. Click "Save" at the end.
3. Deactivating & Deleting Main Users
To deactivate a main user, you need to check the box in front of the email address of your main user and choose via "Actions" to deactivate the main user.
⚠️ You will see a warning message to confirm again that you wish to deactivate the main user. The status of this user will then switch from to
. The same procedure applies when deleting a main user.
Once you have deactivated a user, you can also reactivate them again. ⚠️ Once you have deleted a user, they will be removed from your main user overview. This cannot be undone. ⚠️You cannot delete main users when they are already enrolled into an active study or survey. |
4. Exporting Main Users
![]() | Select either all or specific main user(s) by checking the boxes. |
![]() | Then go via the "Actions" button and select export main user(s). The download will automatically start within your browser and an XLSX file will open. |
✉️ Still have questions? Feel free to contact your Customer Success Manager or email us at support@climedo.de. |
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