Role Permissions Template
After the study roles have been configured, this template can be used to set permissions for common roles in clinical research.
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.
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 |
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Access Study Related Forms | Grant Access | X | X | X | X |
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Action Item Report | Grant Access | X | X | X | X | X |
| Coordinator Action Items | X | X | X |
| X |
| DDE Clerk Action Items |
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| Review Action Items | X | X | X |
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Build Web pages | Grant Access | X |
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Dashboard Report | Grant Access | X | X | X | X | X |
| View Study Status | X |
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| Change Study Status | X |
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Data Extraction | Grant Access | X | X |
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Deleted Records | Grant Access | X | X |
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| Undelete Records |
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Document Manager | Grant Access | X | X |
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| Delete Uploaded Files | X | X |
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Double Data Entry | Grant Access |
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Form Builder | Grant Access | X |
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| Add New Form | X |
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| Select Existing Form | X |
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| Export To Form Library | X |
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| Import From Form Library | X |
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| Delete Form | X |
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| Save Changes to Form | X |
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Import Manager | Grant Access | X | X |
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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 |
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| Delete Query | X | X |
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| Show All Queries | X | X |
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Query Summary Report | Grant Access | X | X |
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Randomization | Grant Access | X | X |
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Report Builder | Grant Access | X | X | X | X | X |
| Create or Setup Report | X | X |
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| Delete Report | X | X |
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Role Security | Grant Access | X |
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| Add New Role | X |
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| Edit Existing Role | X |
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| Delete Existing Role | X |
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| Grant Rights to any Role | X |
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| Grant Form Rights | X |
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| Blind Fields | X |
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Site Document Manager | Grant Access | X | X | X |
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| Setup Site Documents | X | X |
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Study Configuration | Grant Access | X |
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| Import Review Fields | X |
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| Configure Functionality | X |
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| Configure Role Security | X |
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| Configure Site and Users | X |
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| Configure Workflow | X |
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| Configure QMS | X |
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| Configure Version Control | X |
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| Configure Metrics | X |
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| Configure Audit System | X |
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| Configure Double Data Entry | X |
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Subject Audit Report | Grant Access | X | X |
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Subject Record Management | Grant Access | X | X | X | X | X |
| Register New Subject |
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| X |
| Edit Subject Registration |
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| X |
| View Subject Registration | X | X | X | X | X |
| Delete Entire Subject | X |
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| Edit Subject Profile ID | X | X |
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| Access Subject Records | X | X | X | X | X |
| Add Subject Event Records | X |
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| X |
| View Subject Event Records | X | X | X | X | X |
| Edit Subject Event Records | X |
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| X |
| Delete Subject Form | X | X |
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| Delete Document | X |
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| X |
| Batch Lock/Sign Record** |
| X | X | X | X |
| Unlock Record | X | X |
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| Display Field Change Audit | X | X | X | X | X |
| Display Subject Migration | X | X | X | X | X |
| Display Record Diary | X | X | X | X | X |
| Delete Table Row | X |
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| X |
| Display Review History Table | X | X | X | X | X |
| Clear All non-provider Data | X |
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| Clear All Data |
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| Show Study Build Progress | X |
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| Freeze Form | X | X | X |
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| DDE Clerk |
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| Allow Access to All Subjects | X | X |
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Subject Record page Design | Grant Access | X |
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Text Management | Grant Access |
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| Add Text |
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| Change Text |
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| Delete Text |
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Theme Manager | Grant Access | X |
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Version Control | Grant Access | X |
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