Access Roles Overview

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

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

Registry Access Only: A user with "Registry Access Only" permissions can see:

  • The Registry Tab

Site Manager & Registry Access: A user with "Site Manager & Registry Access" permissions can see:

  • The Registry tab
  • The Site Admin tab, with access to only the studies they have been assigned to

Site Admin & Registry Access: A user with "Site Admin & Registry Access" permissions can see:

  • The Registry tab
  • The Site Admin tab, with access to all studies

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Study Level Permissions

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

RA: Users with "RA" permissions can access the following tabs:

  • Dashboard
  • Tasks
  • Recruitment
  • Calendar

RAs 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 the following tabs:

  • Dashboard
  • Tasks
  • Recruitment
  • Calendar
  • Potential Participants
  • Enrolled Participants

"Leaders" are typically lab coordinators, recruiters, or other staff who need to have access to participants' identifying information. This role is usually reserved for staff and who are actively working on the management of the participants, such as by scheduling, auditing, assigning tasks, etc.

Admin: Users with "Admin" permissions will have access to all tabs:

  • Dashboard
  • Tasks
  • Recruitment
  • Calendar
  • Potential Participants
  • Enrolled Participants
  • Study Settings

Give "Admin" access to only those you trust to manage the settings of the study. 

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