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TrialKit requires that every user have two roles:

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

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:

  • Host-level - Found under the Website Host menu

  • Study level - Found under the Study menu

  • THIS ONE IS THE HOST LEVEL

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

 

 

 

Import Form from Form Library

 

 

 

Save Changes to Form

 

 

 

Add New Form

 

 

 

Export Form to Form Library

 

 

 

Delete Form

 

 

Form Library Manager

Grant Access to Form Library Manager

 

 

 

Edit Form Library

 

 

 

Add Form Library

 

 

 

Delete Form Library

 

 

Host Copy Study

Grant Access to Host Copy Study

 

 

 

Copy from Website Host

 

 

 

Copy to Website Host

 

 

Lab Range Manager

Grant Access to Lab Range Manager

 

 

 

Edit Existing Lab

 

 

 

Add New Lab

 

 

 

Delete Existing Lab

 

 

Pages Granted to all Users

Access Pages Granted to all Users

 

 

Reporting Objects

Grant Access to Reporting Objects

 

 

  Role Security

Grant Access to Role Security

 

 

 

Add New Role

 

 

 

Edit Existing Role

 

 

 

Delete Existing Role

 

 

 

Grant rights to my role that have not been granted

 

 

 

Grant Form Right

 

 

 

Blind Fields

 

 

Site Manager

Grant Access to Site Manager

 

 

 

Add New Site

 

 

 

Edit Existing Site

 

 

 

Delete Site

 

 

Site/User Audit Report

Run and View Report

 

 

Study Manager

Grant Access to Study Manager

 

 

 

Add New Study

 

 

 

Edit Existing Study

 

 

 

Delete Study

 

 

 

Archive Study

 

 

Theme Manager

Grant Access to Theme Manager

 

 

User Manager

Grant Access to User Manager

 

 

 

Add User

 

 

 

Edit User

 

 

 

Delete User

 

 

 

Suspend User

 

 

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