Edit a user's roles in a project

Owned by Mary Lukowski
Last updated: Apr 13, 2011Version comment
2 min read

Overview

This page describes how to edit a user's roles within a project. 

Required Role(s)

  • Project Management 

Steps

  1. Click the Projects main menu item (top of page)
  2. From the Projects page, click the Project Name link for the Project to which the site(s) will be added (middle panel, below toolbar)
  3. From the Projects Overview page, click the Users tab in the left selector panel
  4. Click on the username
  5. On the Role Assignments page, check the box next to each role to grant the user, or uncheck the box next to a role to remove from the user.  

    Most roles are Site specific, thus, only check the boxes for the Sites that apply to the user. 

  6. Roles include:
    1. Project Management
      1. Create, set up (e.g., create forms, set data collection schedule), and maintain research projects; build automated clinic notes and/or subject reports; program any needed protocol logic (e.g., screening algorithim for pass / fail). This role controls all setup options for a specific Project / study.
    2. Publish Reports
      1. Can "Publish" / make available Workbench reports to others through the Reports main menu item
    3. Data Set Managment
      1. Create and maintain data sets which include variables from forms, as well as creating calculated variables (e.g., change score from Baseline to Last Follow-up) and recoded variables (e.g., colapsing a 'Race' variable from 6 categories to 2).
    4. Randomize
      1. Randomize subjects to treatment group. Note that this role is ONLY applicable for Projects with the "Randomization" feature selected
    5. Reports
      1. Run both the canned reports that come with StudyTRAX (e.g., Data Completion Report, Follow-up Status Report), as well as custom reports created in the Workbench area
    6. Signing
      1. Sign (lock) case report forms. Note that this role is ONLY applicable for Projects with the "Electronic Signatures" feature selected
    7. Subject Administration
      1. Setup and maintain subject user accounts (e.g., create a subject's initial User ID, Password, and enter other account information [their email address]). Note that this role is ONLY applicable for Projects with the "Subject Login" feature selected
    8. Subject Management
      1. Enter subject data (e.g., key in data on electronic forms) as the secondary person for double data entry. Note that this role is ONLY applicable for Projects with the "Double Data Entry" feature selectedSubject Management - Read only
    9. Unsigning
      1. Un-Sign (un-lock) case report forms. Note that this role is ONLY applicable for Projects with the "Electronic Signatures" feature selected
    10. View Subject's Treatment
      1. View treatment group to which a subject was randomized from the Subject Management page or ability to include the "Subject's Treatment Group" variable in a data set if Data Set Management role granted for project. Note that this role is ONLY applicable for Projects with the "Randomization" feature selected AND this allows a user to UNBLIND a subject