Grant Users Study Access

Who can complete this task? Veeva Clinical Basics: Vault Admin, TMF Manager, Study Manager

After users and the study are created, you need to specify which users should be designated as Study Personnel for the study. This process will serve to both track the study roster, as well as grant vault users study-specific access to documents and data.

To grant users study access:

  1. Navigate to the Study Management homepage and select a Study. Do not drill down to the country or site level.

  2. Click the study link.

    Screenshot step 2

  3. Open the Study Personnel section and click Create.

    Screenshot step 3

  4. Select a Person from the dropdown.

    Please only select users with the following roles:

    • Vault Admins
    • TMF Managers
    • Study Managers
    • Monitors
    • Study Contributors
    • Study Viewers
    • External Inspectors
  5. Select the person’s Study Team Role.

  6. Specify a Start Date for the person.

  7. Click Save.

    Screenshot steps 4 5 6 and 7

Remove Study Access

If an End Date is populated for the user within the study, their access will automatically expire at 11pm Vault time on that date.

To manually remove a user’s study access:

  1. Navigate to the Study Management homepage and select a Study. Do not drill down to the country or site level.

  2. Click the study link.

  3. Open the Study Personnel section and do one of the following:

    • Hover over the user’s name and select Edit from the All Actions menu.

    • Click the user’s name and click Edit.

  4. Open the Security Access section and set Grant Access to Study TMF to No.

  5. Click Save.

    Screenshot steps 3 4 and 5