Roles & Permissions
The Roles & Permissions page defines what each user role can do within each module of the study. Study administrators can customize access per module by editing role permissions for each installed app.
Path: Home → Study Name → Build → Roles & Permissions
Role Legend
The following role abbreviations are used throughout the system:
| Code | Role |
|---|---|
| CRC | Clinical Research Coordinator |
| Investigator | Investigator |
| MM | Medical Monitor |
| MS | Monitoring Sponsor |
| PM | Project Manager |
| Reviewer | Reviewer |
| SM | Site Monitor |
| SP | Site Pharmacist |
| SDM | Sponsor Data Manager |
| SIM | Sponsor IP Code Manager |
| SPM | Sponsor Manager |
| SSM | Sponsor Supply Manager |
| SA | System Administrator |
| SC | Study Coder |
| SD | Study Director |
| SE | Study Evaluator |
| STM | Study Monitor |
| SS | Study Sponsor |
| STA | Study Administrator |
| UP | Unblinded Pharmacist |
| URT | Unblinded RTSM Admin |
| USM | Unblinded Supply Manager |
| WM | Warehouse Manager |
Module Permissions
Permissions are configured per module (app). Click Edit on any module card to customize which roles have access to which actions within that module.
Available Modules
| Module | Description |
|---|---|
| Data Capture | Capture data seamlessly across desktops, tablets, and smartphones |
| Form Builder | Streamlined CRF design using drag-and-drop functionality and various components |
| SDV | Source Data Verification — improve clinical data quality at CRF or item level |
| Queries | Manage all query types: Annotation, Reason for Change, Failed Validation Check, and general Queries |
| Medical Coding | Fast, accurate medical coding for verbatim terms from CDS EDC and external sources |
| Pre-Screening and eConsent | Streamline participant enrollment — organize data and manage recruitment |
| Randomization | Randomize subjects within a CRF, with drug or randomization codes auto-generated |
| Rule Studio | Create and manage edit checks with real-time validation rules, no programming required |
| IMP | Investigational Medicinal Product management — supply, warehouse, inventory, delivery, and allocation |
| Signature | Electronic signature for CRFs, events, and subjects |
| Survey | Patient and clinician engagement through web or mobile devices |
| Mobile | Native Android and iOS app access for mobile data capture |
Adding a User Role
Click Add User Role to assign a specific role to a user for this study. You can:
- Select the user
- Choose the role(s) to assign
- Set the effective scope (study-wide or per-site)
Note: Role assignments made here override default system roles for this specific study.