Role Hierarchy
Roles exist at four levels, each with its own scope of permissions:Organization Roles
Control access to organization-wide settings and resources.
Study Roles
Manage study-level operations and oversight.
Site Roles
Handle site-specific data collection and participant management.
Service Provider Roles
Enable external service providers like laboratories.
Role Scopes Overview
Permission Inheritance
Higher-level roles do not automatically grant lower-level permissions. An organization administrator still needs explicit study or site roles to access specific studies or sites.
Role Assignment
Roles are assigned through invitations:1
Invite User
An administrator invites a user via email to join at a specific level (organization, study, or site).
2
Select Role
During invitation, the administrator selects the appropriate role for the user.
3
User Accepts
The invited user accepts the invitation and gains the assigned permissions.
Multiple Roles
Users can hold multiple roles simultaneously:- Different roles in different studies within the same organization
- Different roles at different sites within the same study
- Roles at multiple levels (e.g., Study Administrator and Site PI)
Permissions Matrix
Every member-management page (Organisation, Study, and Site) includes a Permissions Matrix that lets you see exactly what each role can do. The matrix is scope-aware — it only shows roles and permissions relevant to the level you are viewing — and supports two view modes:
Toggle between the two with the buttons at the top of the matrix.
Role Descriptions
When assigning a role, the role card shows a short description of the role’s purpose alongside icons for each permission it carries — so you can make an informed choice without leaving the invitation flow.Audit Trail
All role assignments and changes are recorded in the audit trail, including:- Who made the assignment
- When the change occurred
- The previous and new role values