Site Roles
Default Roles
The following site roles provide a default set of permissions, and you cannot edit them.
- Site Viewer
- Coordinator
- Investigator
User-Defined Site Roles
You must configure user-defined site roles to make them available for a site. 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. User-defined site roles can be created in Business Admin > Objects > Study Team Roles. To create a permission you must use the User-Defined Site Role for Application Role and assign a permission set.
See the Managing Permissions with User Roles page for more information.