Assigning helpdesk users

  • Published by Viedoc System 2019-04-05
  • Print

This lesson describes how to configure the helpdesk information for a study.


Introduction

A helpdesk user is a user that can act as support for the individual site. When a user is selected to be a helpdesk user, his/her contact information (name, phone and/or email) becomes available to the site staff, and the site staff can contact him/her with questions about the study. A helpdesk user can be any user that has access to the study, and that has a role that is not delegated to the Site Manager.

For information about delegating roles to the Site Manager, see the eLearning section about Managing users (STM and SIM).

Helpdesk users are assigned on site level.


Adding helpdesk users

To add a helpdesk user, follow the steps below.

1

Click the toolbox icon behind the name of the site in the study site list to open the site settings pop-up.

2

In the field Helpdesk users, select the users that should be available as helpdesk users. The users listed in this field are all clinic users that are assigned to that specific site, and that have a role that is not administered by the Site Manager. Select the way the helpdesk user can be contacted: phone and/or e-mail.
Note! The user roles administered by the Site Manager are defined in the Study Settings (see General study settings).

The users selected as helpdesk users will be displayed in Viedoc Clinic. Click the help icon on the landing page to view a list of helpdesk users that can be contacted by the site staff in case they need support.