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PI contacts

Stores Principal Investigator and other recipient details used when sending answers from chat.

Open contacts​

Click Users in the sidebar. Site administrators land on Site users first - switch to the External contacts tab.

Add a contact​

Only site administrators and administrators can add, edit, or remove contacts. Other roles can view and use existing contacts but can't manage them.

  1. Select the study collection you're adding the contact for, then click Add Contact.
  2. Enter:
    • Full Name
    • Email Address
    • Role (defaults to PI)
  3. Click Add Contact to save.

The contact is scoped to whichever study collection was active when you added it.

Edit or remove​

Use the row actions to update a contact's details or remove someone who should no longer receive messages.

Using contacts in chat​

When you click Send to PI on a message, the contact dropdown lists PIs relevant to the current protocol. If no contacts appear, ask a site administrator to add them.