Roles and Permissions

Roles and Permissions Overview
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 s...
Mon, 20 Mar, 2017 at 3:14 PM
Editing Roles
This article covers how to edit or delete an existing role and how to add a new role from scratch. After opening role security, you will see a list of e...
Fri, 7 Apr, 2017 at 5:29 AM
Editing Role System Permissions
After selecting an existing role, the system permissions can be viewed and edited from here: There is an extensive list of system permissions to ...
Mon, 20 Mar, 2017 at 3:26 PM
Editing Role Form Permissions
Form permissions are how you can control which eCRFs (forms) each user role has rights to view and/or edit.  After selecting an existing role, the form ...
Mon, 20 Mar, 2017 at 3:29 PM
Study Permissions Guide
After the study roles have been configured, this guide can be used to help you define each permission.   User roles vary for most studies but feel fr...
Sat, 24 Mar, 2018 at 8:20 AM
Role Permission Template
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 p...
Sat, 24 Mar, 2018 at 8:24 AM
Changing Roles
Summary TrialKit offers a very unique feature that is designed to save time and strengthen testing. Changing roles without leaving the system allows you...
Mon, 26 Mar, 2018 at 12:10 PM