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Quick Start Checklist – First Access to REDCap

This quick checklist is designed for experienced users as a brief reminder of the essential steps to complete first-time access to REDCap.

 

STEP 1 – Install Authenticator

☐ Install Microsoft Authenticator

☐ Allow camera and notifications

☐ Open the app and keep it ready

☐ Do not add an account yet

 

STEP 2 – Open REDCap Portal

☐ OpenBrowser:Chrome / Edge / Firefox/ Safari

☐ Open New Private / InPrivate Window

☐ Paste the REDCap link provided by email

 

STEP 3 – Login

☐Enter UBEP email address

☐Enter temporary password

☐Click Sign In

 

STEP 4–Change Password

☐Enter temporary password

☐Enter new password

☐Confirm password

☐Click Sign In

 

STEP 5– Scan QR Code

☐Click Next until the QR code appears

☐In Authenticator: tap + → Work or school account

☐Scan the QR code on your computer

 

STEP 6– Approve Request

☐Check the sign-in notification on your phone

☐Enter the number shown on your computer

☐Tap Approve / Yes

 

STEP 7– Add Security Info (SMS+Email )

Phone Verification

☐Enter your phone number

☐Receive the SMS verification code and enter the SMS code to confirm Email Verification

☐ Enter your name, surname and personal email address

☐ Open mail from REDCap and click on the link to verify email.

 

STEP 8 –Access Project

☐ Click Access REDCap button and wait for the REDCap home page

☐Click My Projects and choose your assigned project from the list

☐You are now ready to begin working in your assigned REDCap project