User management

Manage team → Users lists everyone in your Trialflare team—the same pool of people you can add as trial collaborators. This screen is about organisation membership and team-scoped permissions, not per-trial access (that is configured inside each trial’s settings).

Inviting users

If you have users.create, you can Add a new user and enter a work email address. Trialflare sends an invitation so they can complete account setup.

• If the person already has a Trialflare account on another team, the product can send a cross-team invitation email so they can join yours.
• After someone accepts, they appear in the table with registration and last seen timestamps.

Team permissions per user

Users with users.manage see a gear menu on each row. From there you can toggle the team permissions (create users, delete users, manage users, create trials, manage any trial, team access, team manage). Ticks show which keys are currently held at team scope.

User lifecycle and safety

• users.delete — Removes a user from the team (with confirmation). The account can be invited again later if needed.
• Invite pending — Shown while an invitation is outstanding.
• Account manager — A special root / account manager badge may appear for the platform account contact; that is separate from normal team permission toggles.
• No permissions — If someone has team membership but no team-level or trial-level grants yet, the UI warns that they have no permissions; they still need trial permissions (or trials.manage) to do study work.
• Login lockouts — Failed attempts may be visible; managers can reset incorrect login counters where policy allows.
• Two-factor authentication — The list can flag accounts that have a password but no 2FA, prompting hardening.

Pagination and filters

Use filter and sort (name or created date) to work through large rosters. Lists are paged (typically 30 users per page) with previous/next controls.

Trials vs team

In order for a team member to access a trial, they usually must be added as personnel in that trial’s settings. The team user list includes everyone on the team, even if they are not on any trial yet.
Users with manage any trial can access all trials in the team without being added to each trial’s personnel list.

See also Getting started — Part 10 for the wider collaboration story.