Adding Collaborators

A collaborative approach enables you and your fellow team members to work on your data collection together in real-time. Invite collaborators to your study and give them permission based on what their job in the study is. This way you can control what your collaborators can see, edit or fill out.

Greenlight Guru Clinical's extensive user permission control will increase security and improve adherence to regulatory requirements.

To add collaborators:

  1. Go to [Study Name] > Collaborators


  2. Click Add collaborator button. A dialog to add a collaborator will appear.



  3. Enter the email address of the collaborator you want to add to your study.

  4. Specify the Permissions for this collaborator on the site they should have access to. You can use the roles to quickly select a number of appropriate permissions.
  5. In the Study permissions section, you can disable/enable access to specific actions within different groups, on different levels.
  6. In the Site permissions section, you select the Site you will give access to and the role of the collaborator (Sponsor, monitor, etc.). You are allowed to grant additional permissions if needed for a specific role.
    To see the complete
  7. Click Add collaborator. An invitation will be sent to the specified email address.
Greenlight Guru Clinical distinguishes between upper case letters and lowercase letters, so make sure to get the email address correct, or the invitation won’t be sent to the right email.

All collaborators have to have an account created in Greenlight Guru Clinical. If the desired collaborator does not have an account, he/she will be asked to create one. When the account is created, the collaborator will be automatically granted the specified permissions.

When inviting a Collaborator, who does not have an account yet, make sure the Collaborator uses the same email when creating an account as the invitation was sent to.


Greenlight Guru Clinical will notify you and your collaborators on actions that require your attention in a form of an in-app notification or an email.