Site users access ePRO use VeevaID. Site users are created and assigned in a single step when they are added to a study using their email. You should not create site users as Vault users the same way you would for internal users.

Creating and Assigning a Site User

Complete the following steps to create and assign a site user so they can use ePRO:

  1. In the Site Personnel section on Study, Study Country, or Study Site, select Create. Populate or confirm the following information: Study
    • Study Country
    • Study Site
    • User’s Email
    • User’s Site Role
  2. Select Save.

Once added to the study, the user is invited via email to register for VeevaID or log in to their existing VeevaID account. If the user does not already have a VeevaID account, their name is listed as Awaiting Registration until they register for VeevaID.

Resend VeevaID Registration

When a site user has a status of Awaiting Registration, you can resend the VeevaID registration email by selecting Resend VeevaID Registration from the actions menu All Actions button of the site personnel record. You can use this functionality if the site staff did not receive the email or it might have been sent to their spam folder.

Inactivate a Site User

To remove a site user’s access to the study site in Veeva ePRO, select Change State to Inactive from the actions menu All Actions button of the site personnel record.