How do I delete, deactivate or update collaborators?

Modified on Tue, 5 Nov, 2024 at 1:18 PM

Learn how to delete, deactivate or update collaborators.

In Step 2 "Access" of your study, choose the tab "Collaborators".

1. Deleting and Deactivating Collaborators

	First, check the box next to the email address of the collaborator you wish to delete or deactivate.
	Then go via "Actions" and choose "Remove collaborator" or "Deactivate collaborator".

A warning message will pop up which you will need to confirm again before the actual deletion/deactivation. Click OK to proceed with deleting/deactivating your collaborator.

Understand the details of deleting and deactivating a collaborator:

Deletion	Deactivation
Collaborator will be removed from the collaborator list	Collaborator will be shown in the collaborator list with respective status
Collaborator information cannot be exported	Collaborator information can be exported with respective status
Collaborator does not have access to the project anymore (if the collaborator is a guest user and is no active collaborator of another project, he/she will not have access to the instance anymore)	Collaborator does not have access to the project anymore (if the collaborator is a guest user and is no active collaborator of another project, he/she will not have access to the instance anymore)
Collaborator cannot be reactivated for the project	Collaborator can be reactivated for the project
Deleting a collaborator from one project does not have an effect on the access rights for any other project the collaborator has access to	Deactivating a collaborator from one project does not have an effect on the access rights for any other project the collaborator has access to

⭐ If a collaborator of your active study/survey is no longer taking part in the project or you need to remove them from the study/survey, we recommend withdrawing their rights by updating the collaborator and deactivating them, rather than deleting them.

2. Updating Collaborators

You can easily update collaborators at any time. Click on their email address in the collaborator list and a new window will pop up.

Now you can edit the access rights and user type. The name und email address can only be edited by the person themselves and are therefore shown in gray if not editable.

Click HERE to learn more about how to change your user name.

✉️ Still have questions? Feel free to contact your Customer Success Manager or email us at support@climedo.de.