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The site team includes all personnel who work at a site and need access to participant data or study operations. Configure team members with appropriate roles to control access and responsibilities.

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Team Overview

A typical site team includes:
RoleResponsibility
Primary InvestigatorOverall site responsibility
Site AdministratorAdministrative management
Clinical Research CoordinatorDay-to-day operations
Sub InvestigatorClinical assessments
Data Entry SpecialistData entry tasks
See Site Roles for complete role descriptions.

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Managing Team Members

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Inviting Team Members

1

Navigate to Team

Open the site and go to Team.
2

Invite Member

Click “Invite Member”.
3

Enter Details

Provide email address and select role(s).
4

Send Invitation

Send the invitation. The user receives an email.

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Accepting Invitations

When invited:
  1. User receives an email invitation
  2. User clicks the invitation link
  3. User signs in or creates an account
  4. User gains access to the site with assigned role
Users must accept invitations to gain access. Pending invitations can be resent if needed.

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Modifying Roles

1

Find Team Member

Navigate to Team and find the member.
2

Edit Roles

Click to edit their role assignment.
3

Update

Add or remove roles as needed.
4

Save

Save changes. New permissions apply immediately.

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Removing Team Members

1

Find Team Member

Navigate to Team and find the member to remove.
2

Remove

Click remove and confirm.
Removing a team member revokes their access to all site data. Their historical actions remain in the audit trail.

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Multiple Roles

Team members can hold multiple roles simultaneously:
  • PI + Authorized Signer: PI who can sign CRFs
  • CRC + Data Entry Specialist: Coordinator with data entry focus
When a user has multiple roles, they receive permissions from all assigned roles.

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Required Roles

Certain roles are required for site operations:
RequirementPurpose
At least one PI or Deputy PIRegulatory oversight
At least one person who can signCRF completion (if signing required)
Configure role requirements early to ensure sites have complete teams before starting enrollment.

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Team Visibility

Control what team members can see:
Visibility LevelAccess
Full TeamView all site team members
Role-BasedView based on role permissions

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Delegation

Site administrators can delegate certain tasks:
  • Team member management
  • Workflow completion
  • Report generation
Delegation extends capabilities without changing core role permissions.

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Audit Trail

All team changes are recorded:
  • Who was added or removed
  • Role changes
  • Who made the change
  • When the change occurred
Access the audit trail from Site > Audit Log.

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Best Practices

Ensure team members have appropriate qualifications for their assigned roles, especially for PI and Sub-Investigator positions.
Assign backup personnel to ensure coverage during absences.
Periodically review team composition and remove users who no longer need access.
When delegating tasks, ensure proper documentation is in place per your regulatory requirements.

Site Roles

Complete role descriptions and permissions.

CRF Signing

Authorized signer requirements.