Understanding Site User Roles

Site Roles

Veeva provides some standard roles that are available by default for site users. You can assign these standard roles, or you can create and assign user-defined roles.

Standard Roles

The following site roles have a default set of permissions, and you cannot edit them.

• Site Viewer
• Coordinator
• Investigator

User-Defined Site Roles

If your organization requires different or more granular sets of permissions for site staff, you can configure user-defined site roles and select the appropriate permissions. After the user-defined site role is created, the role can be assigned to site staff. You can configure more than one user-defined site role.

Available Permissions

Permission	Available for User-Defined Roles	Site Viewer	Coordinator	Investigator
View Access	Yes (Default)	Yes	Yes	Yes
Generate Reports	Yes	Yes	Yes	Yes
Manage Participants and Groups	Yes	No	Yes	Yes
Manage Studies	Yes	No	Yes	Yes
Manage Events	Yes	No	Yes	Yes
Manage Surveys	Yes	No	Yes	Yes
Manage Check Events	Yes	No	Yes	Yes
Accept End-of-Study Media	Yes	No	Yes	Yes
Receive Notifications	Yes	No	Yes	Yes
Provide Signatures	Yes	No	No	Yes

Creating a User-Defined Site Role

Vault Owners and System Administrators can create user-defined site roles directly or by copying an existing role.

1. Access Business Admin > Objects > Study Team Roles.
2. If basing the new user-defined site role on an existing one, select the existing role’s actions menu () and select Copy Record. Go to Step 4.
3. If creating a new role, select +Create.
4. Populate the fields on the new Study Team Role record, considering the following field information:
   • Study Team Role: This field is the label for the role. This label is displayed when creating site users and in reports.
   • Application Role: You must keep the default value, Custom Site Role.
   • Site Permissions: Select the permissions that this role should have.
5. Select Save.