Inviting People to Research Logix

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Scenario

You would like to invite an administrator, support staff, trainee, or investigator to access their profile on Research Logix.

 

Prerequisite 

The person's Research Logix Profile has been created

 

Step 1: Go to the person's record in Research Logix

 

For Investigators
Using the left navigation, go to Member Repository » Members

 

For Administrators

Using the left navigation, go to Administration » Administrative Users

 

For Trainees

Using the left navigation, go to Member Repository » Students

 

For Support Staff

Using the left navigation, go to Member Repository » Support Staff

 

 

Step 2: Select the Research Logix Profile of the person you would like to invite

Next to the name of the person you would like to invite, click the Actions button, and then select Actions.

 

Screenshot_2022-11-18_at_12.07.01_PM.png

Step 3: Select Send Invitation 

Screenshot_2022-11-18_at_12.13.58_PM.png

Step 4: Send the Invitation

The invitation to Research Logix will take care of multiple items for administrators. First, it will create a temporary password for individuals that have never logged in before. Secondly, it will email the person with their new password, and give them instructions on accessing their profile for the first time.

 

 

Screenshot_2022-11-18_at_12.15.14_PM.png

The email that is sent is a standard email from Research Logix. You also have the option to customize the message with custom text that will appear at the bottom of the email. The email will come directly from no-reply@rlogx.com

 

Screenshot_2022-11-18_at_12.22.13_PM.png

 

 

 

 

 

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