Managing Person Responsibilities

Learn how to define a default list of responsibilities for a person at your site.


Note Only SiteVault users with the Site Administrator system role can complete the tasks on this page.

It’s recommended that you assign responsibilities to a person at your site before you assign the person to a study. Assigning responsibilities to site staff enables you to define the default list of responsibilities for each site staff member.

Later, when you add the staff member to the study, they’ll start with their default list of responsibilities. If one of their default responsibilities doesn’t apply for a particular study, you can remove it from the study team member’s list of study delegations. See the Managing Study Responsibilities and Staff Delegations page for more information.

Complete the following steps to assign a responsibility to a person at your site:

  1. Navigate to the Profiles > Users tab, and open the User record for the person.
  2. Expand the Assigned Responsibilities section and select Assign.
  3. Select a responsibility from the list, then select Save.

Note If you update the responsibilities later after you’ve added the site staff member to a Digital Delegation-enabled study, the person’s study delegations are not updated automatically. See the Managing Study Responsibilities and Staff Delegations page for more information on how to update the list of study staff delegations for a study team member.

See the Digital Delegation page to watch short how-to videos on using the Digital Delegation feature.


Managing Research Organization & Site Responsibilities
Managing Study Responsibilities & Staff Delegations
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