Role Permissions Template : DT Direct Knowledge Base

After the study roles have been configured, this template can be used to set permissions for common roles in clinical research.

Important Note: This template is merely a guide to assist in setting up common user permissions. Always be sure to review and test roles before moving a study live.

Study role permissions cannot be enabled or disabled on iOS

The user roles in this template are defined as follows:

Administrator - Responsible for the study build and overall control.
Data Manager - Responsible for study-wide data management after the study has been built and deployed to sites for data collection.

Application	Permissions	Administrator	Data Manager	Monitor	Principal Investigator	Data Coordinator
Access Study Related Forms	Grant Access	X	X	X	X
Action Item Report	Grant Access	X	X	X	X	X
	Coordinator Action Items	X	X	X		X
	DDE Clerk Action Items
	Review Action Items	X	X	X
	Global Provide Reason	X	X
Build Web pages	Grant Access	X
Dashboard Report	Grant Access	X	X	X	X	X
	View Study Status	X
	Change Study Status	X
Data Extraction	Grant Access	X	X
Deleted Records	Grant Access	X	X
	Undelete Records
Document Manager	Grant Access	X	X
	Delete Uploaded Files	X	X
Double Data Entry	Grant Access
Form Builder	Grant Access	X
	Add New Form	X
	Select Existing Form	X
	Export To Form Library	X
	Import From Form Library	X
	Delete Form	X
	Save Changes to Form	X
Import Manager	Grant Access	X	X
My Queries Report	Grant Access	X	X	X	X	X
Pages Granted to All Users	Grant Access	X	X	X	X	X
Query Management	Grant Access	X	X	X	X	X
	Create Query	X	X	X	X	X
	Close Query	X	X
	Delete Query	X	X
	Show All Queries	X	X
Query Summary Report	Grant Access	X	X
Randomization	Grant Access	X	X
Report Builder	Grant Access	X	X	X	X	X
	Create or Setup Report	X	X
	Delete Report	X	X
Role Security	Grant Access	X
	Add New Role	X
	Edit Existing Role	X
	Delete Existing Role	X
	Grant Rights to any Role that have not been granted	X
	Grant Form Rights	X
	Blind Fields	X
Site Document Manager	Grant Access	X	X	X
	Setup Site Documents	X	X
Study Configuration	Grant Access	X
	Import Review Fields	X
	Configure Functionality	X
	Configure Role Security	X
	Configure Site and Users	X
	Configure Workflow	X
	Configure QMS	X
	Configure Version Control	X
	Configure Metrics	X
	Configure Audit System	X
	Configure Double Data Entry	X
Subject Audit Report	Grant Access	X	X
Subject Record Management	Grant Access	X	X	X	X	X
	Register New Subject					X
	Edit Subject Registration					X
	View Subject Registration	X	X	X	X	X
	Delete Entire Subject	X
	Edit Subject Profile ID	X	X
	Access Subject Records	X	X	X	X	X
	Add Subject Event Records	X				X
	View Subject Event Records	X	X	X	X	X
	Edit Subject Event Records	X				X
	Delete Subject Form	X	X
	Delete Document	X				X
	Batch Lock/Sign Record**		X	X	X	X
	Unlock Record	X	X
	Display Field Change Audit	X	X	X	X	X
	Display Subject Migration Diary	X	X	X	X	X
	Display Record Diary	X	X	X	X	X
	Delete Table Row	X				X
	Display Review History Table	X	X	X	X	X
	Clear All non-provider Data	X
	Clear All Data
	Show Study Build Progress	X
	Freeze Form	X	X	X
	DDE Clerk
	Allow Access to All Subjects	X	X
Subject Record page Design	Grant Access	X
Text Management	Grant Access
	Add Text
	Change Text
	Delete Text
Theme Manager	Grant Access	X
Version Control	Grant Access	X

** Batch and lock permission should only be granted to users that have review levels

Also be sure to read about:

Form Permissions
Field Blinding
Adding users to your account and studies

DT Direct Knowledge Base

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Role Permissions Template Print

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Role Permissions Template Print

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