TrialKit requires that every user have two roles:
A role at the host level
A role at the study level
If you are accessing any item from the menu shown below, be aware that this only affects users at the host level and has nothing to do with their role in a specific study within that account.
Do not configure study roles (i.e. Monitor, Coordinator, Investigator) at the host level. Study level roles are configured at the study level. Use the links above to learn more.
This guide provides definitions of each of the host level permissions which can be granted or denied for the host roles of ADMIN and NO ACCESS (NO ACCESS to admin rights ROLE GETS NONE of these admin rights!)
Application | Permissions | Definition | Applicable Location |
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Account Manager | Grant Access to Build Web Page | This provides access to build web pages like Home, Contact Us pages | Website Host>Host Web Page Builder |
Device Dictionary | Grant Access to Device Dictionary | Forms created in TrialKit can easily be made to display well on multiple device types and screen sizes. This gives form builders the most detailed control over form layout across the various devices that users of the study will be entering forms on | Ensure you have access to the Device Dictionary within the Host Configuration menu on the app. If you don't see it, contact support@trialkit.com to have it enabled. |
Form Builder | Grant Access to Form Builder | There are two form builders in TrialKit:
Important: Most forms, like subject eCRFs, are built at the study level. Please ensure you are building your forms in the correct location and choosing the correct form type. | Website Host>Host Web Page Builder>Host Form Builder |
| Select Existing Form |
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| Import Form from Form Library |
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| Save Changes to Form |
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| Add New Form |
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| Export Form to Form Library |
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| Delete Form |
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Form Library Manager | Grant Access to Form Library Manager |
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| Edit Form Library |
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| Add Form Library |
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| Delete Form Library |
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Host Copy Study | Grant Access to Host Copy Study |
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| Copy from Website Host |
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| Copy to Website Host |
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Lab Range Manager | Grant Access to Lab Range Manager |
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| Edit Existing Lab |
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| Add New Lab |
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| Delete Existing Lab |
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Pages Granted to all Users | Access Pages Granted to all Users |
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Reporting Objects | Grant Access to Reporting Objects |
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Role Security | Grant Access to Role Security |
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| Add New Role |
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| Edit Existing Role |
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| Delete Existing Role |
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| Grant rights to my role that have not been granted |
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| Grant Form Right |
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| Blind Fields |
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Site Manager | Grant Access to Site Manager |
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| Add New Site |
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| Edit Existing Site |
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| Delete Site |
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Site/User Audit Report | Run and View Report |
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Study Manager | Grant Access to Study Manager |
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| Add New Study |
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| Edit Existing Study |
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| Delete Study |
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| Archive Study |
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Theme Manager | Grant Access to Theme Manager |
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User Manager | Grant Access to User Manager |
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| Add User |
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| Edit User |
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| Delete User |
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| Suspend User |
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