After the study roles have been configured, this template can be used to set permissions for common roles in clinical research.  A built in basic template pre-configured is included in system.


Important Note: This template is merely a guide to assist in setting up common user permissions. Always be sure to review and test roles before moving a study live.


The user roles in this template are defined as follows:

  • Administrator - Responsible for the study build and overall control.
  • Data Manager - Responsible for study-wide data management after the study has been built and deployed to sites for data collection.
  • Monitor - Oversight and administrative efforts that monitor a participant's health during a clinical trial. 
  • Principal Investigator - The physician responsible for the data entered for all subjects
  • Research Coordinator - Person who enters the CRF data into the system.


View the template here


Also be sure to read about: