The Global Directory is where you can manage the list of People and Organizations that your company works with, across all studies. It is important to keep the data in your Global Directory clean and current to ensure good data is being used in your study.
- Users will log into the system to complete tasks (for example, Study Contributors or Viewers).
- Other Personnel may need to be tracked on the study roster but won’t need a user account (for example, Principal Investigators or Site Staff). You can add these personnel records directly into the Global Directory.
Creating a User automatically creates an associtated Person record for them in the Global Directory, but after that, management of User and Person records is separate.
Important
Do not manually create a Person record in the Global Directory for Users. The system will automatically create one for you.