Available Roles
| Role | Code | Description |
|---|---|---|
| Study Administrator | study-administrator | Full administrative access to the study |
| Chief/Coordinating Investigator (CI) | chief-coordinating-investigator | Scientific leadership and oversight |
| Deputy Coordinating Investigator (D-CI) | deputy-coordinating-investigator | Supports CI with oversight responsibilities |
| Data Reviewer (Study Team) | data-reviewer-study-team | Reviews and verifies data across sites |
| Reviewer | reviewer | Read-only access for monitoring and auditing |
| Collaborator | collaborator | Limited read access to study information |
Study Administrator
The Study Administrator manages all aspects of study configuration and operations.Capabilities
- Configure study settings and metadata
- Design and modify questionnaires and pathways
- Manage study team members and roles
- Add and configure sites
- Review data from all sites
- Generate exports and reports
- Manage queries across all sites
Chief/Coordinating Investigator (CI)
The CI provides scientific leadership for the study.Capabilities
- Review study design and configuration
- Access all participant data
- Review and verify data across sites
- Sign off on critical study documents
- View study-wide analytics and reports
Deputy Coordinating Investigator (D-CI)
The D-CI supports the CI with delegated oversight responsibilities.Capabilities
- Similar to CI with delegated authority
- Activate the study for execution
- Review participant data across sites
- Support data verification processes
- Access study reports
Data Reviewer (Study Team)
Data Reviewers focus on data quality and verification.Capabilities
- Review submitted data from all sites
- Verify completed records
- Raise queries on data discrepancies
- View query resolution status
- Access data exports
Limitations
- Cannot modify study configuration
- Cannot manage team members
Reviewer
Reviewers have read-only access for oversight purposes.Capabilities
- View study configuration
- View study members
- View study sites
- Access study communications and add comments
- View audit trails
Limitations
- Cannot view participant-level data
- Cannot modify any data
- Cannot raise queries
- Cannot generate exports
Collaborator
Collaborators have minimal read access to study information.Capabilities
- View high-level study information
- Access shared study documents
Limitations
- Cannot view participant-level data
- Cannot access detailed study configuration
Role Assignment
A user must be an organization member before they can be assigned a study role.
Best Practices
Separate Administrative and Scientific Roles
Separate Administrative and Scientific Roles
Study Administrator handles operational tasks while CI focuses on scientific oversight.
Use Data Reviewers for Quality Control
Use Data Reviewers for Quality Control
Assign Data Reviewer roles to team members responsible for data cleaning and verification.
Reviewer for External Monitors
Reviewer for External Monitors
Use the Reviewer role for monitors, auditors, or regulatory inspectors who need read-only access.
Related
Site Roles
Roles for site-level operations.
Data Quality
Learn about the query and verification process.