Project Team and Site Staff Modules

The Project Team and Site Staff modules allow the user with the ability to add, change, and remove the contact's permissions to the selected project.

Although you can edit each row in the table by clicking , it is better to keep the history of each change that was made to the contact's record by clicking the Change/Remove Permissions button. This opens the Change Permissions module. If the contact is Non-Current, then the action will Restore this Contact. If the contact is Current or Future, then the action will Add a New Permission Set.

Additional tabs are available including Communication, Custom Fields (if defined), and Attachments.

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

Field	Description
Project	This field is read only and indicates the project that is connected to this record.
Contact	This field is read only and indicates the contact whose record is being changed.
Comment	Enter a comment, if desired, up to 200 characters.
PERMISSION SETS
Action	This column displays the events that occurred on this contact's record including Add to Project, Change Permissions/Roles, or Remove from Project.
EFFECTIVE DATES
Current	This column displays a check if the record is current.
From Date	This column displays the date that the change in permission or role was started.
Thru Date	This column displays the date that the change in permission or role ended.
Temporary	A check in this column indicates that there is a Thru Date for this change.
PROJECT/SITE ROLES
Role	This column lists the roles the contact is assigned for the specific project.
NOTIFICATIONS
Events	A blank box in this column indicates that the contact will not receive event notifications for this project. A check indicates the contact will receive event notifications. A red X indicates that the contact does not have permission for the current Project’s Domain. A user with Insert permission for Global Contacts can go to the contact's global contact record and check that the Status is Current, the Login is granted for Production and is not locked out, and Data Access is provided to the required Domain.
Reports	A blank box in this column indicates that the contact will not receive report notifications for this project. A check indicates the contact will receive report notifications. A red X indicates that the contact does not have permission for the current Project’s Domain. A user with Insert permission for Global Contacts can go to the contact's global contact record and check that the Status is Current, the Login is granted for Production and is not locked out, and Data Access is provided to the required Domain.
DATA ACCESS
Scope	The Scope column indicates the Domain Scope the contact has been granted. The options are: Full: Full access to and Notifications for all countries and sites Mixed: Full access to Selected Countries and Sites and Read Only to others Restricted: Full access to Selected Countries and Sites and No Access to others Read Only: Read only to all countries and sites
Approved for EDC	This field is only visible for an EDC project. A check in this box indicates that the contact has access to an EDC Study.
Unblinded	This field is only visible for an EDC project. A check in this box indicates the contact has access to unblinded data in the Randomization section of an EDC Study.
Has Domain*	A check in this box indicates that the contact has permission for the current Project's Domain. To add domain access, go to the Data Access tab for this contact.
Can Login*	A check in this box indicates that the contact has permission to login into the system. To add Login capability, go to the Login tab for this contact.
Last Login	This column displays the date that this contact last logged into the system.
SITE ASSIGNMENTS
Country*	This column indicates the number of Countries that the contact can access.
Site*	This column indicates the number of Sites that the contact can access.
Comment	This column displays any comments entered on the Permission Set module, if entered.

* Not available on the Site Staff module