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PI contacts

Contacts are the Principal Investigators and other people who can verify chat answers. Each contact is registered for one study.

Open contacts​

  1. In the sidebar, use the Study collection picker to select the study.
  2. Click Users in the sidebar.
  3. Site administrators see Site users first. Click the External contacts tab.

Add a contact​

Only site administrators and administrators can add, edit, or remove contacts. Other users can see and use the contacts.

  1. Make sure the correct study is selected.
  2. Enter the Full Name.
  3. Enter the Email Address.
  4. Select the Role. The default is PI.
  5. Click Add Contact.

The contact is registered for the study that was active when you added it.

Find a contact​

  • Type in the Search by name or email… box.
  • Use the role list to show one role. Select All roles to show all contacts.

Edit or remove a contact​

Hover over the contact. Click the pencil icon to edit the contact, then click Save. Click the trash icon to remove the contact.

Use contacts in chat​

When you click Ask a Contact on a chat answer, the list shows only the contacts registered for the active study. Navigator does not send to a contact from a different study. If no contacts show, ask a site administrator to add them. See Send answers to a PI.