When each user is added to a study, they are assigned a role. Those roles are defined during the study setup. Furthermore, each role can be given a unique set of study permissions/rights. This article will walk you through how to configure those roles and permissions. To assist you in configuring your study, TrialKit provides a default set of roles and corresponding permissions to get you started. These roles and permissions are based on what is commonly used in clinical trials.


For example, an investigator and a site coordinator do not need access to the same reports that a data manager needs. Alternatively, a data manager does not usually need to have editing rights on patient eCRFs like a site coordinator does. Regardless of study role requirements, TrialKit can be configured the way you need it.


To get started, open Role Based Security from the Study Configuration in the main menu.






You will see an existing list of study roles. These are the roles you will be able to assign to users when they are added to the study. From here, select one of the items below to read more:


Edit the name or type of an existing role

Add/delete roles

Edit system permissions

Edit form permissions



Also read about how to add users and assign roles.