1. Help Center
  2. Service Providers

Adding Managers and Coordinators

Here you can see a list of managers and coordinators with access to your distribution. These are most often the users with the highest permissions and so should be sparingly.

Difference Between Coordinators and Managers

Managers are members of the Service Provider team that can access any study with maximum permission but who cannot be assigned as coordinators to any study.

Coordinators are members of the Service Provider team that are responsible for managing a study. These users can be assigned to oversee a study on the Practice Management Page and serve as the main contact point clients during the review process.

To add a new coordinator:

  1. From the Control Panel select the Coordinators tab.
  2. Click Add a Manager.
  3. Fill in the details for your new manager on the Add a Manager modal.
  4. Select if you would like to make this manager a coordinator as well.
    1. Note: Only managers assigned as coordinators will appear in the coordinator dropdown when adding or editing a study.
  5. Click Save.
  6. You will now see the new manager added to the table alongside their role and number of assigned studies (if applicable).

Coordinators

Previous Article

Next Article