Inviting Site Staff to Access the eISF PORTAL

The "eISF Collaborator" role was designed specially for CROs/Sponsors who want to give site staff access to the eISF PORTAL to exchange documents. This role gives the site users access to *only* the eISF PORTAL view and nothing else within SimpleTrials. Unlike all other user roles, this one is not managed in the USER MANAGEMENT view, but instead within the study's SITES & CONTACTS view. 

1. Make sure you are in the study you want to grant site staff access 
2. Navigate to the SITES & CONTACTS view
3. Select the "Site Contacts" button. A new form should appear with all the site contacts for this study. HINT: Make sure your site contacts have been added to the sites within the site "Details" form before you start.
4. Within the "Site Contacts" form, scroll all the way to the right. Use the "Invite" button for the appropriate site contact to send an email invite to access the eISF PORTAL as an eISF Collaborator user. NOTE: If the site contact does not already have an email associated to their contact record you will be prompted to add that. 
5. The site user will now need to activate their account using the link in the email invitation. Then they can access the eISF PORTAL. 
6. To revoke access for that user select the "Revoke Access" link where the "Invite" button used to be. 

View of SITES & CONTACTS > Site Contacts form where a site contact can be invited to access the eISF PORTAL an eISF Collaborator  

Above are examples of site contacts:

- Who are have been given access to the eISF PORTAL as eISF Collaborator (Leslie Beaulieu)

- Who has not been added a user of any kind to SimpleTrials (Janet Byrd)

- Who was added as a user with Site Manager manager, which includes access to the eISF PORTAL (Julius Erving)

Add the email address for site contacts who don't already have one entered 

Users Access Requirements

Admin, Manager, Associate

Portfolio View Access Requirements

All Data, Studies + General Records, Studies Only, Sites Only

Subscription Requirements

Trial, Premium, Premium Plus, Enterprise

Glossary
eISF Collaborator	A user role designed specially for site staff to access only the eISF PORTAL to exchange documents.
eISF Portal	An electronic document exchange where the site staff can download study documents provided by the study team, and upload site documents for the study team to retrieve.
Site Contact	A Contact record that is associated to a site (rather than a study team or vendor)