In this article:
Signing Up
1. Receive the Email:
- Signing up to CDConnect is by invitation only.
- You will receive an email from [email protected] with instructions on how to sign up for CDConnect.
- For security reasons, this email is valid for 48 hours, and the link can only be used once. Please use it within this time frame.
- If you need more time, we can send you another email. To contact us, click the “Contact Us” link in the footer of https://app.cdconnect.net or email us at [email protected].
2. Complete the Sign-Up Process:
- Click the link in the email to access the sign-up page.
- Follow the instructions to complete the sign-up process.
Logging In and Setting Up Two-Factor Authentication
1. Log In:
- After signing up, log in to CDConnect using the credentials you created during the sign-up process.
2. Set Up Two-Factor Authentication:
- After logging in, establish two-factor authentication to enhance security.
- You have two options: use an authentication app on your phone (recommended) or request a code by email.
Adding Trials
1. Accessing the Dashboard:
- After signing in, you will be redirected to the Dashboard where you can view all your trials.
2. Managing Trials:
- If the trial you want to work on exists, click on it to go to the trial’s main page.
- If the trial does not exist and you are an Admin, you can add a new trial. If you are not an Admin, ask an Admin from your team to make the trial available for you.
3. Adding a New Trial:
- Click the “Add New Trial” link.
- Fill in the trial information and submit it.
- The new trial will appear in the trials table.
Adding Participants
1. Navigating to the Trial:
- Click on the trial’s name in the table to go to the main trial page.
- Click the “Add New Participant” link.
2. Adding Participant Details:
- Please provide the participant’s information, including their email address (which may differ from the one used to register the device in the provider’s app, such as Fitbit).
- Click Submit.
- The new participant will appear in the Participants table.
3. Managing Participants:
- Click “Manage Participant” in the right column to go to the participant page.
Assign a Fitbit Device
After adding a participant to a trial, you can assign devices to them and must authorize each device.
There are two possible scenarios:
Scenario 1: The user is adding the device for the participant to CDConnect.
In this scenario, you have the Fitbit device and registered it on the Fitbit website with the necessary credentials. Alternatively, you are assisting the participant in adding the device to CDConnect, and they can provide all the required information, including their Fitbit credentials. In this case, you can complete the entire process of adding the device to CDConnect without needing any action from the participant.
1. Authorizing Access:
- On the right side of the participant page, under Device Management and Fitbit: Consent, click the “Authorize Access” button.
- Follow the instructions to authorize and add the registered Fitbit device to CDConnect.
2. Connecting to Fitbit:
- You will be redirected to the Fitbit website to allow the connection of the device to CDConnect.
- Important: Ensure you are not logged into the Fitbit website to avoid connecting the device to the wrong account.
- Log in to the Fitbit account: Enter the credentials used to register the device with Fitbit.
- Select the data you want CDConnect to access. You can choose “Allow All” or select specific permissions.
3. Completing the Authorization:
- After authorizing, you will be redirected back to CDConnect.
- Click the Authorize Access button to complete the process.
4. Verifying the Device:
- You will be redirected to the trial main page, where the Fitbit device information will be displayed next to the participant’s details.
Scenario 2: The participant is adding the device to CDConnect.
1. Authorizing Access:
- On the right side of the participant page, under Device Management and Fitbit: Consent, click the “Send Auth Request” button.
- Follow the instructions to authorize and add the registered Fitbit device to CDConnect.
2. Handling and sending email to the participant:
This will open the default email app with some text and a link. The participant must click on the link to open a CDConnect page to add their device to the system.
Things to pay attention to before sending the email:
- You can edit the email by adding more information or attachments. Please don’t remove the link that the participant needs to click on.
- Make sure that your email address is the one you want to use before clicking the Send button.
- Important! By default, the destination email address for the current participant will be the one you used in CDConnect, but you can change it to any other address.
3. After the participant receives the email, they can add their device to CDConnect.
CDConnect Access Levels and Permissions
- Viewers: They have read-only access. They can only view data and do not have permission to make any changes to it.
- Users: Can view and edit data related to trials and view, edit, and add participants. However, they are typically not authorized to delete any data or revoke participants’ access authorizations.
- Admins: They have full permission to view, add, and delete data related to trials and participants. They also have the authority to manage other users, such as adding them to or removing them from trials.
Contact Us
For more information or questions, please contact us at [email protected] or visit our website CDConnect.
