CTMS

Streamline study management and finance tracking

CTMS-Specific Permissions

Overview

In CTMS-enabled SiteVaults, CTMS-specific add-on permissions are available in addition to the standard SiteVault role access. CTMS-specific permissions are available on site staff user accounts. Site Administrators have full access to all SiteVault activities and do not require add-on permissions.

CTMS-Specific Extended Permissions

Study Schedule Design & Management Extended Permission

The Study Schedule Design & Management Extended Permission grants site staff the ability to create study schedules for all studies, regardless of whether they are assigned to a particular study.

Financial Management Extended Permission

The Financial Management Extended Permission grants site staff the ability to create CTMS study budgets and manage financial information across all studies.

Users with this add-on can:

  • Define study budgets
  • Manage billable items
  • Handle invoices and payments

CTMS Access by Role

The access below is specific to CTMS activity and is in addition to the access granted by the standard SiteVault system roles and permissions.

CTMS Participant Activity Study Schedule Editor Budget and Finance Management
Site Administrator Full Full Full
Site Staff Requires study assignment Requires Study Schedule Design & Management Extended Permission Requires Financial Management Extended Permission
Research Organization Administrator Full Full Full
Research Organization Staff N/A View study schedule with a study assignment N/A
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