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This enables the researcher to give specific permissions to research staff.


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When submitting a new user request, PI approval(s) and the IRB approval letter for that user are required before the request can be processed.

The image below provides a snapshot of the permissions tabs and what selections are available. Below are the steps to add a role and user.

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Creating New Role

When creating a new role, click on “Add a New Role.”

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Name the Role and click “Next.”

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After naming the role, permissions can be established.

Permissions: can be selected on a row-by-row basis (image below).

View -

allows the user to view items in this tab

Edit -

allows the user to edit existing items in this tab

Create -

allows the user to create new items in this tab

Archive -

allows the user to archive existing items in this tab

Admin -

allows the user all possible rights to this tab

After selecting the desired permissions, click “Done.”

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After setting permissions, a list of created roles will populate.

Researchers commonly provide admin rights to research assistants who create Insight apps, then change their rights once the study is created and thoroughly tested. This prevents staff from mistakenly changing items after the study begins.

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Add New User

To

create

add a new user, click “Add a New User.”

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Note: In order for a user to be populated in the EDC, a “Support Desk “ ticket with the PI approval and IRB approval letter must be submitted.

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Next, enter the username or email of the user to be added and select a role to give the user.

After completing the fields, click “OK” and the user will populate on the list of study users.

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