Managing Your Account & Research Team

Table of Contents

• Upload Your CV
• Adding Collaborators
• Adding External Investigators
• How to List External Investigators

Upload Your CV

Step 1: Login to OA. From your homepage, click View Dashboard.

Step 2: From here, click the Attachments link under My Docs & xForms.

• If there is a number in front of it, that means you already have uploaded document(s) previously.

You can also get to the attachments page by clicking on your Settings in the top right corner, then selecting My Attachments.

Step 3: Once you are on the attachments page, click Add Attachment under Actions.

Step 4: You can then add your CV. Make sure to attach and save the document.

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Adding Collaborators

While in draft, before the study is submitted to the IRB, only the form creator will initially have access to the form. All collaborators must be added individually.

Step 1: Open your xForm and click Collaborators on the top left of the page.

Step 2: Type in and select the name or email of the collaborator. If you cannot find their name, instruct them to login to OA so they are recognized in the system. If you still can’t find them, contact OAHelp@byu.edu.

Step 3: Select the access level you would like them to receive.

Step 4: Clicking the Add button at the bottom will finalize the process and send your collaborator an email. Select the box that says CC Me if you wish to be copied on this email.

Step 5: Repeat for each collaborator.

Note: Your collaborator can access the form by clicking the link in their email or by logging in to OA. You can edit access level at any time.

Access Levels

View Only: Can see content but cannot make any changes.

Edit: Can see and answer questions.

Edit and Manage: Can see and answer questions and add collaborators

Edit, Manage, and Submit: Full access: can see and answer questions, add collaborators, and submit final content for PI signature.

Those listed as as a co-investigator or BYU research personnel in the application may automatically receive collaborator access after the form has been submitted to the IRB.

Access Levels After Initial Submission

Principal Investigator: Has full access to manage the form. Is the only person who can sign the form, which submits it for IRB approval.

Research Assistant (Read Only): Can see form in OneAegis but cannot make any changes.

All other roles (Co-Investigator, Project Manager, Research Development Rep, Research Assistant (Write)): Can edit the form, see and answer questions, and submit form for PI signature. They can also start additional forms (such as modifications or amendments).

Note: Once the form has been submitted for IRB approval by the PI, those with edit access will be unable to make changes to the form until the form is returned or approved by the IRB.

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Adding External Investigators

For security reasons, external (non-BYU) investigators have limited access to OneAegis. By default, they cannot log in or edit applications. However, if they are engaged in the research, they must be listed on the IRB application.

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How to List External Investigators

There are two ways to include non-BYU investigators:

1. List without access

• In the Study Information section, type the investigator’s name and role.
• Answer “Yes” to the question: “Are there any external investigators?”

2. Grant limited editing access (case-by-case)

• In some cases, external investigators may be given login access to a specific study/xForm.
• To request this access, contact OAhelp@byu.edu.

• The HRPP Administrator will:

  • Review the request and verify the investigator’s affiliation.
  • Confirm whether a reliance/IRB agreement is in place (if applicable).
  • Provision an account if appropriate.
• Once approved, the investigator will receive login instructions by email.

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