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Users who will use the Trial Master File (TMF) in any capacity should be given access here. This will make the user displayed as an option when assigning TMF tasks.
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On the web, this attribute is accessed in the user details:
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On the app, tap on any user to open the details:
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Batch Uploading Users
A convenient way of adding users is available via the iOS app where a CSV formatted list of users can be uploaded all at once. Additionally, they can be immediately added to a study and site with a specified role in the same step. This is a big-time saver over manually adding users one by one as described in the section above, and then also manually designating them to specific sites.
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