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Users & site capacity

Site administrators can invite new teammates and see how their site's usage compares to its plan limits, without waiting on a platform administrator.

Invite a teammate​

  1. Open Users in the sidebar, on the Site users tab.
  2. Enter the new teammate's email (required) and name (optional).
  3. If your site has any restricted collections, optionally check the ones this person should have access to right away - unrestricted collections are already visible to everyone at your site.
  4. Click Add user.

The new teammate receives a magic-link email to set their password and sign in. They're added with the standard User role and no modules; contact support@rightview.ai to assign a different role. To give them modules, see Give a user modules.

Give a user modules​

A user sees Visits, Finance, and their tabs only when the site has the module and the user has it too.

  1. Open Users in the sidebar, on the Site users tab.
  2. Find the user. Use the switches under their name: Source QC, Patients, Finance, and Schedule of Assessments. Only modules that your site has show.
  3. Turn a switch on or off. The change saves right away and applies on the user's next request.

Administrators and site administrators always get every module of the site, so their rows say All site modules (role). You cannot give a module that your site does not have. Only a platform administrator changes modules for sponsor administrators and platform administrators.

Site capacity​

A capacity meter at the top of the Users page (Site users tab) shows how many users your site has against its limit. The Create New Study Collection dialog shows the same kind of usage count for study collections.

  • Meters show usage as you approach the limit so you know where you stand before you hit it.
  • If your site is at its user limit, Add user is disabled and Navigator shows who to contact to request more capacity.
  • The same applies to document uploads and creating new study collections - if a collection or your site is at capacity, the upload or create action is blocked with a message telling you who to contact.