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 Manage Study Staff Delegations page for more information.

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