Overview
The Roles & Permissions page provides a comprehensive reference for all built-in roles in ClinicalDataS and displays their permission assignments across all study applications.
Access this page via System Settings → Roles & Permissions
This page is read-only and serves as a quick reference guide for understanding which permissions are granted to each role across the platform.
System Roles Reference
By default, ClinicalDataS includes the following built-in roles:
| Abbreviation | Role Name |
|---|---|
| SA | System Administrator |
| STA | Study Administrator |
| CRC | Clinical Research Coordinator |
| Investigator | Investigator |
| SM | Site Monitor |
| MS | Monitoring Sponsor |
| STM | Study Monitor |
| PM | Project Manager |
| SD | Study Director |
| SS | Study Sponsor |
| SDM | Sponsor Data Manager |
| SPM | Sponsor Manager |
| SSM | Sponsor Supply Manager |
| SIM | Sponsor IP Code Manager |
| WM | Warehouse Manager |
| SP | Site Pharmacist |
| UP | Unblinded Pharmacist |
| URT | Unblinded RTSM Admin |
| USM | Unblinded Supply Manager |
| MM | Medical Monitor |
| SC | Study Coder |
| SE | Study Evaluator |
| Reviewer | Reviewer |
See the List of built-in roles for more information.
Application Permission Matrix
The Roles & Permissions page displays a detailed permission matrix for each application module, including:
- Data Capture
- Form Builder
- Source Data Verification (SDV)
- Queries
- Medical Coding
- Pre-Screening & eConsent
- Monitoring Visit
- Randomization
- Rule Studio
- IMP (Investigational Medicinal Product)
- Signature
- Survey
- Mobile
Each matrix shows which roles have read, write, approve, delete, and other specific permissions within that application.
Related Documentation
For detailed information about permission configuration and management, see:
- Built-in Roles — List of all built-in roles in ClinicalDataS
- Permission Matrix Reference — Detailed permission definitions and configuration guide