> ## 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 Team

> Manage site personnel and role assignments

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.

## Team Overview

A typical site team includes:

| Role                              | Responsibility              |
| --------------------------------- | --------------------------- |
| **Primary Investigator**          | Overall site responsibility |
| **Site Administrator**            | Administrative management   |
| **Clinical Research Coordinator** | Day-to-day operations       |
| **Sub Investigator**              | Clinical assessments        |
| **Data Entry Specialist**         | Data entry tasks            |

See [Site Roles](/roles-permissions/site-roles) for complete role descriptions.

## Managing Team Members

### Inviting Team Members

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

  <Step title="Invite Member">
    Click "Invite Member".
  </Step>

  <Step title="Enter Details">
    Provide email address and select role(s).
  </Step>

  <Step title="Send Invitation">
    Send the invitation. The user receives an email.
  </Step>
</Steps>

### 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

<Note>
  Users must accept invitations to gain access. Pending invitations can be resent if needed.
</Note>

### Modifying Roles

<Steps>
  <Step title="Find Team Member">
    Navigate to Team and find the member.
  </Step>

  <Step title="Edit Roles">
    Click to edit their role assignment.
  </Step>

  <Step title="Update">
    Add or remove roles as needed.
  </Step>

  <Step title="Save">
    Save changes. New permissions apply immediately.
  </Step>
</Steps>

### Removing Team Members

<Steps>
  <Step title="Find Team Member">
    Navigate to Team and find the member to remove.
  </Step>

  <Step title="Remove">
    Click remove and confirm.
  </Step>
</Steps>

<Warning>
  Removing a team member revokes their access to all site data. Their historical actions remain in the audit trail.
</Warning>

## 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.

## Required Roles

Certain roles are required for site operations:

| Requirement                          | Purpose                              |
| ------------------------------------ | ------------------------------------ |
| **At least one PI or Deputy PI**     | Regulatory oversight                 |
| **At least one person who can sign** | CRF completion (if signing required) |

<Tip>
  Configure role requirements early to ensure sites have complete teams before starting enrollment.
</Tip>

## Team Visibility

Control what team members can see:

| Visibility Level | Access                         |
| ---------------- | ------------------------------ |
| **Full Team**    | View all site team members     |
| **Role-Based**   | View based on role permissions |

## Delegation

Site administrators can delegate certain tasks:

* Team member management
* Workflow completion
* Report generation

Delegation extends capabilities without changing core role permissions.

## 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.

## Best Practices

<AccordionGroup>
  <Accordion title="Verify Qualifications">
    Ensure team members have appropriate qualifications for their assigned roles, especially for PI and Sub-Investigator positions.
  </Accordion>

  <Accordion title="Plan for Coverage">
    Assign backup personnel to ensure coverage during absences.
  </Accordion>

  <Accordion title="Regular Reviews">
    Periodically review team composition and remove users who no longer need access.
  </Accordion>

  <Accordion title="Document Delegation">
    When delegating tasks, ensure proper documentation is in place per your regulatory requirements.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Site Roles" icon="shield" href="/roles-permissions/site-roles">
    Complete role descriptions and permissions.
  </Card>

  <Card title="CRF Signing" icon="signature" href="/participants/crf-signing">
    Authorized signer requirements.
  </Card>
</CardGroup>