Access Roles

Access Roles Overview

Understanding how Access Roles work is important for the privacy of your participants. Access Roles are defined both at the Site Level and at the individual Study Level. All user management takes place through the "Users" section within the "Site Admin" tab.

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Site Level Permissions

Site Admin & Registry Access: A user with "Site Admin & Registry Access" permissions can see both the "Registry" and "Site Admin" tabs in the upper right corner of the application. These users can see and manage all studies, users, security settings, and have the ability to import and export data. They also have access to the registry.

Site Manager & Registry Access: A user with "Site Manager & Registry Access" permissions can see both the "Registry" and "Site Admin" tabs in the upper right corner of the application. These users can see and manage only the studies they have been assigned to, the users for those studies, security settings, and have the ability to import and export data. They also have access to the registry.

Registry Access Only: A user with "Registry Access Only" cannot see the "Site Admin" tab in the upper right corner of the application. These users are unable to manage any studies, users, or security settings and cannot import nor export data.

None: The user has no site-wide permissions and only can access studies they are assigned to.

 

Study Level Permissions

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No Access: The user does not have any access to this study.

RA: Users with "RA" permissions can only access the Dashboard, Tasks, and Recruitment tabs. They do not have access to Potential Participants and Enrolled Participants tabs, and do not have access to any identifying participant information. For example, they can be assigned a participant-related task, but this task will only display the participant's ID number and not their name. All members of a research team who are not required to have access to participants' personal information should be assigned this Access Role.

Leader: Users with "Leader" permissions will have access to all study features except for the Study Setting dashboard. "Leaders" are typically lab coordinators or RAs who need to have access to participants' identifying information. This role is usually reserved for staff and/or students who are actively working on the management of the participants, such as by scheduling, auditing, assigning tasks, etc.

Admin: Any user with "Admin" permissions will have access to all study features including the Study Settings tab. Give "Admin" access to only those you trust to manage the settings of the study. 

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