> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Site Roles

> Roles for site-level data collection and participant management

Site roles control access to site-specific operations including participant enrollment, data entry, and local oversight.

## Available Roles

| Role                              | Code                            | Description                                           |
| --------------------------------- | ------------------------------- | ----------------------------------------------------- |
| **Primary Investigator**          | `primary-investigator`          | Scientific and regulatory responsibility for the site |
| **Site Administrator**            | `site-administrator`            | Administrative management of site operations          |
| **Deputy Primary Investigator**   | `deputy-primary-investigator`   | Supports PI with delegated authority                  |
| **Sub Investigator**              | `sub-investigator`              | Conducts study procedures under PI supervision        |
| **Clinical Research Coordinator** | `clinical-research-coordinator` | Coordinates site operations and data collection       |
| **Data Entry Specialist**         | `data-entry-specialist`         | Focuses on data entry tasks                           |
| **Site Collaborator**             | `site-collaborator`             | Read-only access to site information                  |
| **Authorized Signer**             | `authorized-signer`             | Can sign CRFs and other study documents               |
| **Local Laboratory Lead**         | `local-laboratory-lead`         | Manages local lab operations                          |
| **Local Laboratory Member**       | `local-laboratory-member`       | Performs local lab data entry                         |

## Primary Investigator (PI)

The PI has overall responsibility for the conduct of the study at the site.

### Capabilities

* Full access to all site data and operations
* Enroll and manage participants
* Review and sign CRFs
* Manage site team members
* View site-level reports and metrics
* Respond to queries

### Regulatory Responsibilities

The PI bears regulatory responsibility for the study conduct at their site, including protocol compliance and participant safety.

## Site Administrator

The Site Administrator handles operational management of the site.

### Capabilities

* Manage site team roles and invitations
* Configure site-specific settings
* Enroll participants
* Complete workflows and questionnaires
* Access site reports

## Deputy Primary Investigator

The Deputy PI supports the PI with delegated authority.

### Capabilities

* Access all site data
* Enroll and manage participants
* Complete and review questionnaires
* Sign CRFs when authorized
* Respond to queries

## Sub Investigator

Sub Investigators conduct study procedures under PI supervision.

### Capabilities

* Access assigned participant data
* Complete questionnaires
* Perform study assessments
* Respond to queries on their entries

## Clinical Research Coordinator (CRC)

CRCs coordinate daily site operations and data collection.

### Capabilities

* Enroll participants
* Complete all questionnaires and workflows
* Manage participant schedules
* Respond to queries
* Generate site-level reports

<Tip>
  CRCs are often the primary users at a site, handling most day-to-day data entry and coordination tasks.
</Tip>

## Data Entry Specialist

Data Entry Specialists focus specifically on data entry tasks.

### Capabilities

* Enter data into questionnaires
* Complete assigned workflows
* View participant records

### Limitations

* Cannot enroll new participants
* Cannot sign CRFs
* Limited access to site settings

## Site Collaborator

Site Collaborators have minimal read-only access.

### Capabilities

* View site information
* Access shared documents

### Limitations

* Cannot enter or modify data
* Cannot view detailed participant records

## Authorized Signer

Authorized Signers can sign CRFs and study documents.

### Capabilities

* Sign completed CRFs
* Sign other study documents requiring signature
* View records they are signing

<Note>
  Authorized Signer is typically assigned in addition to another role. The signing capability adds to their existing permissions.
</Note>

## Local Laboratory Roles

### Local Laboratory Lead

* Manage local lab operations
* Enter and verify lab results
* Oversee local lab team members

### Local Laboratory Member

* Enter lab results
* View assigned laboratory data

## Role Assignment

Site roles are typically assigned during:

1. **Site Registration**: When a site self-registers or is manually added
2. **Team Invitation**: When the PI or Site Administrator invites team members
3. **Role Updates**: When team composition changes

<Steps>
  <Step title="Navigate to Site Team">
    Open the study, select the site, and go to Team.
  </Step>

  <Step title="Invite Member">
    Enter the email of the user to invite and select their role.
  </Step>

  <Step title="User Accepts">
    The invited user receives an email and accepts the invitation.
  </Step>
</Steps>

## Best Practices

<AccordionGroup>
  <Accordion title="Ensure PI Coverage">
    Always have an active PI or Deputy PI available to sign CRFs and handle regulatory responsibilities.
  </Accordion>

  <Accordion title="Use CRC for Daily Operations">
    Assign CRC roles to staff who will handle regular data entry and participant coordination.
  </Accordion>

  <Accordion title="Limit Authorized Signers">
    Only assign Authorized Signer to personnel with appropriate qualifications and delegation.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Service Provider Roles" icon="truck-medical" href="/roles-permissions/service-provider-roles">
    Roles for external service providers.
  </Card>

  <Card title="CRF Signing" icon="signature" href="/participants/crf-signing">
    Learn about the CRF signing process.
  </Card>
</CardGroup>