Summary
This article covers host and account roles and permissions
Users have a role at two different levels: the website host level and the study level. By default, roles and permissions at the host level are already configured for most scenarios. That is why, when first adding a new user to a host (via the User Manager), most users will have the role No Access, meaning they do not have any host-level access. Instead, their access is purely at the study level where they will have a different role (e.g., Monitor and Investigator).
For access to host-level role configurations, contact support.
Once enabled, Host Administrators will be able to define new host level roles and configure the permissions outlined as follows.
If a location is not indicated, it is found under the website host menu.| Application | Permissions | Definition |
| Account Manager | Grant Access | Allows access to the Account Manager page for viewing details about the host account Location: Account menu > Account Manager |
| Build Web Pages | Grant Access | Gives access to creating customized pages at the host level when a study level theme is not being used Location: Website Host > Host Web page builder |
| Device Dictionary | Grant Access | Gives access to the device dictionary (currently only available via the mobile app) used for defining device sizes to create targeted device form layouts via the form builder in the app Location: Host configuration (on mobile app) > Device Dictionary |
| Form Builder | Grant access | Gives access to the HOST LEVEL form builder used for building forms collected in the host level user manager, site manager, and study manager (Note, this is separate from the study level form builder where subject level forms are built) |
| Add New Form | Allows role to add new HOST LEVEL form | |
| Select Existing form | Allows role to select a HOST LEVEL form | |
| Export forms | Allows role to export selected HOST LEVEL form to the private or public library | |
| Import forms | Allows role to import any selected form to the private or public library | |
| Delete forms | Allows role to delete a selected HOST LEVEL form | |
| Save changes to forms | Allows role to save changes to forms at the HOST LEVEL form builder | |
| Form Library Manager | Grant access | Gives access to the form library manager used to create private form collection libraries used when exporting forms from the form builder |
| Add form libraries | Allows role to add private form libraries to host | |
| Edit form libraries | Allows role to edit private form libraries to host | |
| Delete form libraries | Allows role to delete forms and private libraries in the host | |
| Host copy study | Grant access | Gives access to the option for copying studies across any host accounts that the user belongs to or creating copies of studies within a host even if the user does not belong to all the studies |
| Copy to website host | Allows role to perform a copy of a study TO a selected host | |
| Copy From website host | Allows role to perform copy of a study FROM a selected host | |
| Pages granted to all Users | Grant access | Gives access to the option to grant users access to all pages; this is a reset to default permissions for the user roles |
| Reporting Objects | Grant access | Gives access to create basic visual reports for displaying on custom web pages, such as the home page |
| Role Security | Grant access | Gives access to role permissions at the host level |
| Add new roles | Allows role to add a new role to the host | |
| Edit existing roles | Allows role to edit existing role in the host | |
| Delete existing roles | Allows role to delete role in the host | |
| Grant rights that have not been granted | Allows role to grant rights that ALL ROLES THAT HAVE NOT BEEN GRANTED (Used when you add multiple new forms) Be careful here if you set up forms to be viewed and not edited to some roles. | |
| Grant form rights | Allows role to grant form rights to roles (View and/or Edit rights) | |
| Blind fields | Allows role to blind fields to roles in set up in study configuration | |
| Site Manager | Grant access | Gives access to the Site Manager for viewing sites across the entire host and which studies they are part of |
| Add new site | Allows role to add new sites to the host | |
| Edit existing site | Allows role to edit existing saved sites in the host | |
| Delete site | Allows role to delete existing saved sites in the host | |
| Study Manager | Grant access | Gives access to the Study Manager for viewing all studies on the host account and how many sites each one has attributed |
| Add new study | Allows role to add new study template in the host | |
| Edit existing study | Allows role to edit existing study template in the host | |
| Delete study | Allows role to delete existing study template in the host | |
| Theme Manager | Grant access | Gives access to configure custom theme (logo/colors) at the host level; this will be overridden by any themes at the study level if they exist |
| User Manager | Grant access | Gives the user access to the User Manager for viewing all users across the host account and which studies they are part of |
| Add user | Allows role to add a new user to the host (Remember you still have to add new users to each study you want them in; adding users is two-step process) | |
| Edit user | Allows role to edit existing user to the host | |
| Delete user | Allows role to delete an existing user in the host | |
| Suspend user | Allows role to suspend the user in a host |
Need more help?
Please visit the Datatrak Contact Information page.