Before enabling the Digital Delegation feature for a study, it’s important to do the following steps in the following order:

1. Curate the list of Responsibility records for your research organization or site.
2. Assign responsibilities to SiteVault users.
3. Ensure that all assigned study staff have active user accounts as this is required for enablement.

When you enable the feature, the curated lists of responsibilities and assignments are copied to the study and become the default lists for your study and study team members. If you update the responsibilities 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 Manage Research Organization & Site Responsibilities and Managing Person Responsibilities pages for more information.