Setting Up User Accounts and Managing Permissions for Clinical Site Teams

Introduction

Introduction

Welcome to the Koneksa Clinic Site Support guide on setting up user accounts and managing permissions for new clinical site team members. This guide is designed to help site coordinators, clinicians, investigators, and technical staff efficiently grant appropriate access within the Koneksa platform, ensuring secure and streamlined study workflows.

Account Setup

Follow these step-by-step instructions to create user accounts for new team members:

1. Log into the Koneksa administrator portal using your credentials.
2. Navigate to the 'User Management' section.
3. Select 'Add New User' to begin creating a new account.
4. Enter the required user information: full name, email address, and assigned role.
5. Assign permissions based on the team member's responsibilities (e.g., coordinator, clinician, investigator), ensuring appropriate access levels.
6. Securely send login credentials to the new user with instructions on how to perform their initial login and set a password.

Initial Login and Password Setup

Guide new users to log in to the Koneksa platform for the first time, using the credentials provided. Encourage them to set a strong, unique password during their initial login to protect access to study data.

Managing User Permissions

Regularly review and update user roles and permissions to maintain compliance with study protocols and organizational security policies. Adjust permissions promptly when team members change roles or leave the study site.

Best Practices for Permissions Management

• Limit access to sensitive data to only those who require it for their role.
• Document all user account changes for audit and compliance purposes.
• Promptly deactivate or modify access when staff transitions occur.

Troubleshooting and Support

If you encounter any issues while setting up user accounts or managing permissions, please contact Koneksa Clinic Site Support for assistance. Our team provides tailored support specific to your study configuration to ensure uninterrupted platform access and compliance.

Additional Resources

For further guidance, training materials, and detailed documentation, visit the Koneksa support portal or reach out to your dedicated support representative.

Conclusion

Proper user account setup and permissions management are crucial for maintaining data security, compliance, and smooth operation within the Koneksa platform. We appreciate your commitment to following these guidelines and encourage you to reach out whenever you need support.