Users

Explore Job Aids for more help:

Job Aids

• TI eTMF Feature Access Matrix
• How to Assign the Document Manager Ability
• Glossary of User Roles and Actions

View Users By

In Trial Interactive, users are categorized for easy access and viewing. The user can filter and view different categories using the following steps:

1. Click the View By dropdown in the left panel. A list of available categories will appear.
2. Select the category to filter the users in the room and click Select at the bottom of the popup window.

3. Additionally, users have two options for setting the default view. Based on the selected view, the User Interface will change accordingly:

   • Set Default: By checking the Set Default box, user can set the selected category as the default view for the current room.
   • Set Default for all Rooms: By checking the Set Default for all Rooms box, user can set the selected category as the default view for all rooms.