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Practical, screen-by-screen guidance for the people who design studies, support sites, coordinate supply and safeguard records.
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8 article(s) matching "Getting started", most relevant first. Search covers titles, topics and article text.
Getting started: Account and study context
Sign in, select the right working context and understand why access changes between Accounts and studies.
Read the guide Getting startedSelf-service registration, tiers and monthly invoices
Create an Account on the Free tier, review capacity limits, select a plan and inspect monthly invoices.
Read the guide Getting startedSigning in with email verification
Read the restricted-system notice, enter your credentials and complete the one-time email verification code.
Read the guide Getting startedSession security, lockouts and disabled access
Understand idle timeout, single active sessions, failed-attempt lockouts and the messages shown when a user or Account is disabled.
Read the guide Getting startedWhat's New and release notes
Open the What's New panel to read released versions, follow how-to steps and download linked controlled documents.
Read the guide Getting startedIn-app help, terminology and worked examples
Use each page's Help panel and its page-specific terminology section with clinical-trial examples.
Read the guide Getting startedArchitecture, hosting and deployment boundaries
Understand the operational services, the separate Razor Pages website and the controls needed before external hosting.
Read the guide Getting startedTroubleshooting and safe escalation
Diagnose context, permissions, record state and stock issues without bypassing controls or erasing evidence.
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