Collect user information

This task is the responsibility of Project Team.

Background

This is the first step to get users added to the TRE. In order to add users to the TRE, we first need to gather some relevant information. We will then require them to complete some access requirements, before eventually sending them login information.

In this step we’ll gather all the information we need to start users on this journey.

Process

1. The Project Team will receive a SharePoint folder link from the Trusted Research Environments Service Area (TRESA). Load this link and go to the spreadsheet at user-information -> users.

2. Fill out the initial information:

   • Project name: The name of your project

   • Contact name: The name of the point of contact in the Project Team for the Trusted Research Environments Service Area (TRESA)

   • Contact email: The email of the point of contact in the Project Team for the Trusted Research Environments Service Area (TRESA)

   • Is the project working with NHS patient data?: Select either Yes or No from the dropdown

3. Add the user information for each user who should have access to the TRE

   • First name: The chosen first name of the user

   • Last name: The chosen last name of the user

   • Email: The email contact of the user

   • Phone number (with country code): The contact number of the user, with the correct country code, for instance +447012345678

   • IP Address (if required): If users are connecting with their own devices, the IP address of the device the user will use

   • Address (if required): If users are connecting through a managed device, the address to which we should send the managed device

     💡 Note: The answer to this whether you need to provide IP addresses or addresses will depend on your Project classification

   • Role: Select from:

   • Admin/elevated access: A user with elevated access or responsibilities within the TRE (for instance the ability to carry out Project classification)

   • General user/researcher: A standard user of the TRE

     💡 Note: You can see the different access requirements for different level of user in Monitor user access requirements

4. Leave the rest of the date columns blank, these will be updated by Trusted Research Environments Service Area (TRESA)

5. Once complete, proceed to Monitor user access requirements