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1. A potential user requests a user account in caIntegrator. See Registering as a New caIntegrator User.
2. You, as a caIntegrator administrator, check if the User already exists in caIntegrator. If not, create the new user. See Creating a New caIntegrator User.
3. Link the new user to a User Group. Check if the requestor's User Group already exists in caIntegrator. If not, create a new *User Group. See Creating a New User Group.

4. Link the new user to a Protection Group. Check if the Protection Group (for example, "Columbia University Protected Studies"), containing the studies to which this user wants access currently exists. If not, create a new Protection Group. See Creating a New Protection Group.

   Info
   title Protection Group Access
   If the Protection Group already exists, contact the Organizational Contact person to confirm that it is OK to give this person access to this Protection Group.

5. Give the requestor's User Group access to the Protection Group. See Assigning a User Group to a Protection Group.
6. Add the User to the User Group. See Adding a User to a User Group.

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At this point, you can add the new user to a user group where you can assign roles to the user, and the user group to a protection group where you can assign limited visiblities to the new user.

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Linking a New User to a User Group

You can assign Once you have created a new user, that user can be linked to a user group; the user group would then be assigned to a protection group. The advantage of working with a user group is that you do not have to assign roles to each user individually. You can assign users to a user group to which you assign have assigned a specific role, and then assign that user group to the protection group, or you can assign a role collectively to a protection group after it is created. If a user group and/or protection group with your selected role(s) does not exist, then you can create such a group. For more information about roles, see caIntegrator Roles.

To create link a new user to a user group in caIntegrator, follow these steps:

1. Login to UPT as caIntegrator Admin.
2. First search Search for an existing group that the user wishes to join. Click To do so, click the Group menu option.
3. On the Group page that opens, click Select an Existing Group.
4. Use the form and search for the group. If you define no criteria, UPT returns a list of all caIntegrator groups currently in the system. You can specify
5. Specify that the new user be added to an existing group.

Creating a New User Group

To create a new user group in caIntegrator, follow these steps:

1. Login to UPT as caIntegrator Admin.
2. If a user group that meets your specifications does not already exist, then you can create a new and unique user group. Click the Group menu option, then click Create a new Group.

3. On the form that opens, enter a unique Group Name and a description, if appropriate. Click Add.

4. Follow the directions above to link the new user to the new group you created.

   Info
   title Naming Convention
   The recommended naming convention for a new User Group is [insert organization name] Study [insert role]s . Example: "Columbia University Study Managers".

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