Overview
The Roles & Permissions page provides a reference for all built-in roles in ClinicalDataS and shows which permissions are granted per application. Access this section via System Settings → Roles & permissions (/home/system-settings/roles-permissions).
This page is read-only — it describes the permissions assigned to each role across all study apps.
System Roles
| Abbreviation | Full Role Name |
|---|---|
| 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 |
App Permissions Reference
Each application section on this page shows the role-permission matrix for that app. The following apps are covered:
| App | Description |
|---|---|
| Data Capture | Capture data seamlessly across desktops, tablets, and smartphones |
| Form Builder | Streamlined CRF design with drag-and-drop functionality and a variety of components |
| SDV | Source Data Verification — verify CRF data at field or form 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 prepare for efficient recruitment |
| Monitoring Visit Report | Full workflow to monitor a clinical study across visit types (pre-study, qualification, initiation, monitoring, close-out, contact) |
| Randomization | Randomize subjects within a CRF with drug or randomization code auto-generated into a second CRF |
| Rule Studio | Real-time edit check rules — create and manage rules without programming skills |
| IMP | Manage Investigational Medicine Products: supply, warehouse, inventory, delivery, and allocation |
| Signature | Electronic signature for CRF, Event, and Subject finalization |
| Survey | Patient and clinician engagement via web or mobile device |
| Mobile | Enable study access from native Android and iOS applications |
note
The detailed permission matrix (which roles can read, write, approve, etc. within each app) is displayed visually on the Roles & Permissions page. Consult the page directly for the most up-to-date permission matrix.