Getting StartedGetting Started\Log In as a New User (First Time - Not Previously Created)

A new User can create a new account without the need for the Setup Administrator to create it.

However, once the User has created the account, the Setup Administrator must approve that account.

Step

Action

Result

1.

 Start a web browser application.

Description: Explorer       Description: Firefox       Description: safari

v Note: TrialMaster runs on Internet Explorer, Mozilla Firefox, and Safari web browsers.

The browser application is displayed.

2.

Enter the appropriate URL for TrialMaster. That URL is set up when TrialMaster is first installed.

The TrialMaster Login page is displayed.

3.

Enter the Trial group name in the Trial Group field.

The information is displayed in the Trial Group field.

4.

Click the New User button.

Description: NewUserButton

The New User page is displayed.

5.

Enter the User name in the User Name field.

v Note: User Name must be between 6 and 16 characters and cannot contain spaces.

v Note: User Name is case sensitive.

The new user name is displayed in the User Name field.

6.

Enter a password in the Password field.

Refer to Password Rules when entering your password.

The password is displayed in the appropriate field. For security purposes, the password displays as a series of black circles.

7.

Confirm the password by entering it again in the Password Confirmation field.

The password displays as a series of black circles in the Password Confirmation  field.

8.

Enter the new User information in the appropriate fields.

v Note: Required fields are identified with red asterisks *

 

The new User information is displayed in the appropriate fields.

9.

Select the date format for the new User from the Date Format list box.

v Note: the DD/MON/YYYY (EN) date format results in a date similar to the following:

 04/APR/2013.

The selected date format is displayed in the appropriate field.

10.

Select the time for the new User from the Time Format field.

v Note: 24 hour time is the same as military time.

When an option is selected, it is displayed graphically.

9.

Select the correct time zone from the Time Zone list box.

Description: TimeZoneDropDown

The time zone is displayed in the appropriate field.

Description: TimeZoneFieldCompleted

10.

Enter a secret question in the Secret Question field. You can enter up to 255 characters.

v Note: It is strongly recommended to pick a very unique and personal question and answer.

The information is displayed in the Secret Question field.

11.

Enter the answer to the secret question in the Secret Answer field. You can enter up to 255 characters.

The information is displayed in the Secret Answer field.

12.

View the image and enter the corresponding text in the Text field.

The information is displayed in the text field.

13.

Click the Save button.

Description: SaveButton

v Note: If there was an error when attempting to save the new User, an error message is displayed. For example, if the User Name was not completed, the following error is displayed:

Description: UserNameIsRequired

v Note: Creating a new User can be cancelled at any time by clicking the Cancel button.

Description: CancelButton 

The Confirmation Message page is displayed.

Description: ConfirmationNewUserPage

One email is sent to the new User with the Username and Password.

Description: ConfirmationEmail

14.

Wait until the Trial Manager approves the new User.

 

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