Role

In the Role tab, the user can add or edit the role information. The system features that are assigned to this role are on the Security tab.

 

Click to return to the Roles page.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

Adding a Role

 

 

 

Editing a Role

 

 

 

Field

Description

Role Type

When adding a role, this field is required and the user can select from the choices below. When editing, it is read only.

  • CRO

  • Other

  • Project

  • Site

  • Sponsor

  • System

Role Name

The user can enter up to 50 characters. This field is required.

Role Code

The user can enter up to 10 characters. This field is required.

System Role

When the Role Type is set to Project, this field is required and the user selects from the following choices:

  • Other Role

  • Project Director

  • Project Manager

  • Site Lead Monitor

  • Site Manager

  • Site Monitor

When the Role Type is set to Site, this field is required and the user selects from the following choices:

  • Other Role

  • Principal Investigator

  • Study Coordinator

When the Role Type is set to any other role type, this field is read only and is set to Other Role.

Default Data Access Scope

When the Role Type is set to Site, this field will be set to Single Site. When the Role Type is set to CRO, Other, Project, Sponsor, or System, this field is required and the user can select from the following choices:

  • None

  • Full (Access to All countries and sites and can receive notifications to All countries and sites)

  • Mixed (Access to Selected countries and sites and can receive notifications to Selected countries and sites; Read Only permission to other countries and sites)

  • Restricted (Access to Selected countries and sites and can receive notifications to Selected countries and sites; No permission to other countries and sites)

  • Read Only (Read Only access to All countries and sites and can receive notifications to All countries and sites)