Changing the Type of Case Funding For the Investigator


In this article you will learn:


 

The information on the current investigator’s case funder is displayed:

  • In the Investigators list 

Case Funder in the Investigators' list

  • On the Case Detail page 

Case Funder_Case Details

 

  • On the Task Detail page 

 


To have this option available, contact your Account manager.

To change the Investigator’s case funder:

  1. Navigate to Circles and select the required one from the list.

  2. Click three dots next to the required investigator in the Investigators list and select the required option: 
  • Make cases self-funded to make the investigator fund their cases on their own 
    • In this case the funder of the user's subscription will also fund the user's cases. 

  • Make cases funded by Circle to make your Circle fund the cases for the investigator