You can view and edit a Site Role from this module. You can determine whether this contact should receive Notification Events and Scheduled Reports for the selected site by placing a check in the respective check boxes.
The record will be read only if the Permission Set record is prior to the Current Permission Set or if the Permission Set record has been used to Login by the Project Contact User and the current date is greater than the First Login Date. An error will be generated when the user attempts to inactivate a Site Role record when it is the last active Site Role within the Project Team Site.
To add a Role:
Click on the down arrow in the Role field to display a list of available Roles. The list of roles are based on the Contact's Type, either Project, Site, Sponsor, CRO, or Other.
Optionally, you can leave a Comment.
Optionally, you can configure Notifications.
Click the Save button and you will be returned to the Permission Set module.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Adding Site Role
Editing Site Role
Field |
Description |
| Role | This field is required and is limited to the list of active Roles for the Contact’s Contact Type. Any roles that have already been added to this Project Team Permission Set will be hidden from the list, including inactive roles. This field will be read only when editing an existing role record |
| Comment | Enter any comments up to 200 characters. |
| Notification Events | This field is visible when the Project Team Permission Set Scope is set to Mixed or Restricted. A check means that the contact will be able to receive Event Notifications. For more information on roles and notifications, see the Roles Notification page. The contact needs to have a valid email address. |
| Scheduled Reports | This field is visible when the Project Team Permission Set Scope is set to Mixed or Restricted. A check means that the contact will be able to receive Event Notifications. For more information on roles and notifications, see the Roles Notification page. The contact needs to have a valid email address. |