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 |
|---|---|---|---|
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 |
| Add New Form | Allows the user access to create new forms on the Host Form Builder application. The right to save changes to forms (listed below as a separate right) is typically always granted along with this right. Otherwise, the user will be unable to save after creating a form. | Website Host > Form Builder > 'Create New Form' link |
| Import Form from Form Library |
| Website Host > Form Builder > |
| Save Changes to Form |
| Website Host > Form Builder > |
| Select Existing Form | Website Host > Form Builder > | |
| Export Form to Form Library |
| Website Host > Form Builder > |
| Delete Form |
| Website Host > Form Builder > |
Form Library Manager | Grant Access to Form Library Manager |
| Website Host > Form Library Manager > |
| Edit Form Library |
| Website Host > Form Library Manager > |
| Add Form Library |
| Website Host > Form Library Manager > |
| Delete Form Library |
| Website Host > Form Library Manager > |
Host Copy Study | Grant Access to Host Copy Study |
| Website Host > Host Copy Study > |
| Copy from Website Host |
| Website Host > Host Copy Study > |
| Copy to Website Host |
| Website Host > Host Copy Study > |
Lab Range Manager | Grant Access to Lab Range Manager |
| Website Host > Local Labs and Ranges > |
| Edit Existing Lab |
| Website Host > Local Labs and Ranges > |
| Add New Lab |
| Website Host > Local Labs and Ranges > |
| Delete Existing Lab |
| Website Host > Local Labs and Ranges > |
Pages Granted to all Users | Access Pages Granted to all Users | This application allows you to grant all users full access to all forms at the current level. | Website Host > Grant All Users Full Access to All Forms> |
Role Security | Grant Access to Role Security |
| Website Host > Form Builder > |
| Add New Role |
| Website Host > Form Builder > |
| Edit Existing Role |
| Website Host > Form Builder > |
| Delete Existing Role |
| Website Host > Form Builder > |
| Grant rights to my role that have not been granted |
| Website Host > Form Builder > |
| Grant Form Right |
| Website Host > Form Builder > |
| Blind Fields |
| Website Host > Form Builder > |
Site Manager | Grant Access to Site Manager |
| Website Host > Form Builder > |
| Add New Site |
| Website Host > Form Builder > |
| Edit Existing Site |
| Website Host > Form Builder > |
| Delete Site |
| Website Host > Form Builder > |
Site/User Audit Report | Run and View Report |
| Website Host > Form Builder > |
Study Manager | Grant Access to Study Manager |
| Website Host > Form Builder > |
| Add New Study |
| Website Host > Form Builder > |
| Edit Existing Study |
| Website Host > Form Builder > |
| Delete Study |
| Website Host > Form Builder > |
| Archive Study |
| Website Host > Form Builder > |
Theme Manager | Grant Access to Theme Manager |
| Website Host > Form Builder > |
User Manager | Grant Access to User Manager |
| Website Host > Form Builder > |
| Add User |
| Website Host > Form Builder > |
| Edit User |
| Website Host > Form Builder > |
| Delete User |
| Website Host > Form Builder > |
| Suspend User |
| Website Host > Form Builder > |