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.


ApplicationPermissionsAdministratorData ManagerMonitorPrincipal InvestigatorData Coordinator
Access Study Related FormsGrant AccessXXXX
Action Item ReportGrant AccessXXXXX

Coordinator Action ItemsXXX
X

DDE Clerk Action Items





Review Action ItemsXXX


Global Provide Reason
XX


Build Web pagesGrant AccessX



Dashboard ReportGrant AccessXXXXX

View Study StatusX




Change Study StatusX



Data ExtractionGrant AccessXX


Deleted RecordsGrant AccessXX



Undelete Records




Document ManagerGrant AccessXX



Delete Uploaded FilesXX


Double Data EntryGrant Access




Form BuilderGrant AccessX




Add New FormX




Select Existing FormX




Export To Form LibraryX




Import From Form LibraryX




Delete FormX




Save Changes to FormX



Import ManagerGrant AccessXX


My Queries ReportGrant AccessXXXXX
Pages Granted to All UsersGrant AccessXXXXX
Query ManagementGrant AccessXXXXX

Create QueryXXXXX

Close QueryXX



Delete QueryXX



Show All QueriesXX


Query Summary ReportGrant AccessXX


RandomizationGrant AccessXX


Report BuilderGrant AccessXXXXX

Create or Setup ReportXX



Delete ReportXX


Role SecurityGrant AccessX




Add New RoleX




Edit Existing RoleX




Delete Existing RoleX




Grant Rights to any Role
that have not been granted
X




Grant Form RightsX




Blind FieldsX



Site Document ManagerGrant AccessXXX


Setup Site DocumentsXX


Study ConfigurationGrant AccessX




Import Review FieldsX




Configure FunctionalityX




Configure Role SecurityX




Configure Site and UsersX




Configure WorkflowX




Configure QMSX




Configure Version ControlX




Configure MetricsX




Configure Audit SystemX




Configure Double Data EntryX



Subject Audit ReportGrant AccessXX


Subject Record ManagementGrant AccessXXXXX

Register New Subject



X

Edit Subject Registration



X

View Subject RegistrationXXXXX

Delete Entire SubjectX




Edit Subject Profile IDXX



Access Subject RecordsXXXXX

Add Subject Event RecordsX


X

View Subject Event RecordsXXXXX

Edit Subject Event RecordsX


X

Delete Subject FormXX



Delete DocumentX


X

Batch Lock/Sign Record**
XXXX

Unlock RecordXX



Display Field Change AuditXXXXX

Display Subject Migration
Diary
XXXXX

Display Record DiaryXXXXX

Delete Table RowX


X

Display Review History TableXXXXX

Clear All non-provider DataX




Clear All Data





Show Study Build ProgressX




Freeze FormXXX


DDE Clerk





Allow Access to All SubjectsXX


Subject Record page DesignGrant AccessX



Text ManagementGrant Access





Add Text





Change Text





Delete Text




Theme ManagerGrant AccessX



Version ControlGrant AccessX



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


Also be sure to read about: