IRB: Creating a New Account and Assigning a Role

Tags docuware irb

Overview

Docuware is a web-based application and database that allows for the storage, retrieval, and sharing of information.  In 2020, we migrated our IRB process from MyCedarCrest to Docuware. This article will help the IRB Chair create a new user account for IRB Committee Members and assign the appropriate roles.

Storing Data in Docuware

  1. In your web browser, navigate to https://cedarcrestcollege.docuware.cloud and log in with your Docuware account information.

  2. Once logged in, click on your name to pull down the menu.  Next, click on Configurations.

  3. In Configurations, click on Users Management.

  4. Click on the New User button.

  5. Fill out the user information form.  Key information required:
    Change "Unnamed User" to their login name using the firstname.lastname convention in the upper left corner, First Name, Last Name, Cedar Crest Email address, click Request user by email activate account and set password, uncheck create personal document tray.

  6. Next, click on Roles.  

  7. Set the role to the appropriate setting for the individual. Click Save.

  8. Finally, in the User Management screen make sure you click the Active checkbox, otherwise, they will not be able to log in.
    Note: Licensing is limited. If you are adding a user, you should also be removing one.

  9. The new person will receive an email asking them to activate their account and set a new password.  They will now be able to log in to the system and be active.

Details

Article ID: 136534
Created
Thu 2/3/22 1:42 PM
Modified
Thu 2/3/22 1:42 PM