Users have a role at two different levels: The website host level and the study level. By default, roles and permissions at the host level are already configured for most scenarios. That is why, when first adding a new user to a host (via the User Manager), most users will have the role "No Access", meaning they do not have any host level access. Instead, their access is purely at the study level where they will have a different role (e.g. Monitor, Investigator, etc.).


For access to host level role configurations, contact support. 


Once enabled Host Administrators will be able to define new host level roles and configure the permissions outlined below. 

Note, if a location is not indicated, it is found under the website host menu.


ApplicationPermissionsDefinition
Account ManagerGrant Access
Allows access to the Account Manager page for viewing details about the host account.

Location:
Account menu > Account Manager
Build Web PagesGrant AccessGives access to creating customized pages at the host level when a study level theme is not being used.

Location:
Website Host > Host Web page builder
Device DictionaryGrant AccessGives access to the device dictionary (currently only available via the TrialKit mobile app) used for defining device sizes to create targeted device form layouts via the form builder in the app.

Location:
Host configuration (on TrialKit) > Device Dictionary
Form BuilderGrant accessGives access to the HOST LEVEL form builder used for building forms collected in the host level User manager, Site manager, and study manager. Note, this is separate from the study level form builder where subject level forms are built.

Add New FormAllows role to add new HOST LEVEL form


Select Existing formAllows role to select a HOST LEVEL form


Export formsAllows role to export selected HOST LEVEL form to the private or public library


Import formsAllows role to import any selected form to the private or public library


Delete formsAllows role to delete a selected HOST LEVEL form


Save changes to formsAllows role to save changes to forms at the HOST LEVEL form builder

Form Library ManagerGrant accessGives access to the form library manager used to create private form collection libraries used when exporting forms from the form builder


Add form librariesAllows role to add private form libraries to host.


Edit form librariesAllows role to edit private form libraries to host.


Delete form librariesAllows role to delete forms and private libraries in the host.

Host copy studyGrant accessGives access to the option for copying studies across any host accounts which the user belongs to, or creating copies of studies within a host even if the user does not belong to all the studies.


Copy to website hostAllows role to perform copy of a study TO a selected host


Copy From website hostAllows role to perform copy of a study FROM a selected host

Pages granted to all UsersGrant accessGives access to the option to grant users access to all pages. This is a reset to default permissions for the user roles.

Reporting ObjectsGrant accessGives access to create basic visual reports for displaying on custom web pages, such as the home page.

Role SecurityGrant accessGives access to role permissions at the host level


Add new rolesAllows role to add new role to the host


Edit existing rolesAllows role to edit existing role in the host


Delete existing rolesAllows role to delete role in the host



Grant rights that have not been grantedAllows role to grant rights that ALL ROLES THAT HAVE NOT BEEN GRANTED.  (Used when you add bunch of new forms.  

Be careful here if you set up forms to be viewed and not edited to some roles.


Grant form rightsAllows role to grant form rights to roles.  (View and/or Edit rights)


Blind fieldsAllows role to blind fields to roles in set up in study configuration

Site ManagerGrant accessGives access to the Site Manager for viewing sites across the entire host and which studies they are part of.


Add new siteAllows role to add new sites to the host


Edit existing siteAllows role to edit existing saved sites in the host


Delete siteAllows role to delete existing saved sites in the host

Study ManagerGrant accessGives access to the Study Manager for viewing all studies on the host account and how many sites each one has attributed


Add new studyAllows role to add new study template in the host


Edit existing studyAllows role to edit existing study template in the host


Delete studyAllows role to delete existing study template in the host

Theme ManagerGrant accessGives access to configure custom theme (logo/colors) at the host level. This will be overridden by any themes at the study level if they exist

User ManagerGrant accessGives the user access to the User Manager for viewing all users across the host account and which studies they are part of


Add userAllows role to add new user to the host (Remember you still have to add new users to each study you want them in.  Adding user is two step process)


Edit userAllows role to edit existing user to the host


Delete userAllows role to delete existing user in the host


Suspend userAllows role to suspend user in a host