Add and assign users to CAPA Manager
Learn how administrators add users and assign people to support corrective action and investigation workflows.
Using this video with your team
Before using this tutorial, list the people who need access and the work they will perform. Separating administrators, investigators, action owners and approvers makes the setup discussion more concrete.
Have an administrator narrate why each user needs a particular role or assignment. This keeps the exercise focused on responsibility and appropriate access rather than simply reproducing clicks from the video.
Review how your organization will approve new access, change responsibilities when people move roles and remove access promptly when it is no longer required. Include deputies where continuity depends on one person.
Related resources
Refer to the security and access-control features for authentication, permissions and optional SSO information. The user guide contains the detailed administration steps used after the initial setup.
Use test profiles and non-live records to check assignments before adding a wider user group. Ask each test user to confirm that the work visible to them matches their expected responsibilities.
Evaluation checklist
Confirm who may administer accounts, which users can own actions, who can approve closure and how access reviews will be recorded. The resulting arrangement should be understandable without relying on informal knowledge.
Keep a simple record of requested access and the reason for it so later role changes can be reviewed consistently.
One workflow at a time
Add one test user first, verify access and assignment behavior, then repeat the proven setup for the remaining team.