> ## 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.

# Study Roles

> Roles for managing study-level operations and oversight

Study roles control access to study configuration, data review, and oversight functions at the study level.

## 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

<Steps>
  <Step title="Navigate to Study Settings">
    Open the study and go to Settings > Team.
  </Step>

  <Step title="Invite or Modify">
    Invite a new team member or modify an existing member's role.
  </Step>

  <Step title="Select Role">
    Choose the appropriate study role from the available options.
  </Step>

  <Step title="Confirm">
    Save changes. The audit trail records the role assignment.
  </Step>
</Steps>

<Note>
  A user must be an organization member before they can be assigned a study role.
</Note>

## Best Practices

<AccordionGroup>
  <Accordion title="Separate Administrative and Scientific Roles">
    Study Administrator handles operational tasks while CI focuses on scientific oversight.
  </Accordion>

  <Accordion title="Use Data Reviewers for Quality Control">
    Assign Data Reviewer roles to team members responsible for data cleaning and verification.
  </Accordion>

  <Accordion title="Reviewer for External Monitors">
    Use the Reviewer role for monitors, auditors, or regulatory inspectors who need read-only access.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Site Roles" icon="hospital" href="/roles-permissions/site-roles">
    Roles for site-level operations.
  </Card>

  <Card title="Data Quality" icon="magnifying-glass" href="/data-quality">
    Learn about the query and verification process.
  </Card>
</CardGroup>