This article describes how to log in to Activate as well as options for account management. We've included the following sections:
- Logging in to Activate
- Automatic log out
- Managing your password
- Accessing your profile
- Adding team member accounts
- Controlling access with team and role assignments
Logging in to Activate
You'll be required to login to Activate to protect and control access to your study data. You, along with each study team and site member, will use a unique username and password.
Note: to make sure that access to data is properly protected and to ensure that activities performed by you are properly attributed to your account, do not share your username or password with others.
If Activate detects that you are inactive longer than the allotted time defined by your organization, it will warn you that you will automatically be logged out unless you choose to continue. This is a compliance requirement that helps prevent unauthorized access should you leave your computer unattended.
Managing your password
Unless your organization has set up single sign on (SSO) to Activate, you will be asked to change your password the first time you log into Activate and every 90 days thereafter. The following password management requirements apply:
- Passwords are required to include one uppercase character, one lowercase character, one special character, and one number
- Passwords may not be the same as the previous 10 passwords
- Passwords must be reset by user if issued for the first time or reset by customer support
- User accounts will be locked out after three unsuccessful attempts
If you forget your password, click Forgot your password? on the Activate login page; we will send an email with instructions for creating a new one.
If you try to log in too many times with an incorrect password, you will be locked out.
Accessing your profile
At the upper right of any Activate page, hover over your first name and click My profile to see your profile. Here, you can change your email address, manage email reminders, see your password expiration date, or create a new password.
Adding team member accounts
There are two ways to add new team member accounts to Activate:
- If your organization has integrated Activate, new user accounts may automatically be created in Activate.
- Following the user provisioning steps as outlined by your organization.
Newly-added team members will receive an email from goBalto that includes instructions for logging in.
Controlling access with team and role assignments
After new user accounts are created, you will need to assign business roles to new team members and grant them access to studies. Until you assign roles, team members will see an empty dashboard when they log in to Activate.
Your company has specified which business roles can perform specific activities in Activate. You were then granted one or more of these roles that reflects the type of work you do and determines what you can see and do in Activate. You can be granted different roles for different studies.
For your roles, you may be designated the “primary assignee” for certain study countries or sites so that when activities are due for the role, you are the person expected to complete them.
Note: You are only able to access studies for which you have been granted a specific role, for viewing activities, completing them, or both.
Below are some typical business roles; however, your organization may use different roles:
- Study lead
- Project manager
- Startup specialist
- Admin (super user)
See the procedures:
- Assign a role to a team member
- Assign team member roles for study countries
- Assign team member roles for individual sites
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