SiteVault system roles and add-on permissions define the levels of access that users at your research organization or site have to the system. The system roles define what documents and information a user can access and manage. The add-ons provide flexibility to extend additional permissions to a user’s system role to serve the unique needs of your research organization or site.
Research Organization Administrators and Site Administrators can create users and manage each user’s system roles and add-ons.
The system roles and add-ons are based on how information is structured in SiteVault, where documents and data can exist at the level of the research organization, site, or study.
For additional access guidance, download the SiteVault Security Matrix or SiteVault User Access Guide.
System Roles
Every user in SiteVault must be assigned a system role at the research organization level and at least one site. The following system roles are available:
| Level | System Role | Description |
|---|---|---|
| Research Organization | Research Organization Administrator | Provides full access to all data and functionality in SiteVault. Users with this system role can create and manage user accounts for the entire research organization (across multiple sites, if applicable). CTMS Enabled: Research Organization Administrators have full access to all CTMS functionality for all studies within their organization. |
| Research Organization Staff | The basic system role for all nonadministrative research staff. Provides view-only access to research organization-level information. CTMS Enabled: Research Organization Staff can view the study schedules for all studies to which they’re assigned. |
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| Research Organization External | The basic system role for monitors, CRAs, or auditors. Provides no access to any research organization-level data and documents. | |
| Site | Site Administrator | Users with this system role can view and manage all information and documents, adjust settings, and add new users at the site level. CTMS Enabled: Site Administrators have full access to all CTMS functionality for all studies at their site. |
| Site Staff | The basic system role for all nonadministrative research staff. Users with this system role can create documents, manage study participants, and send eConsent documents for their assigned studies. CTMS Enabled: Site Staff can view CTMS information for studies to which they are assigned. |
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| Site External | Provides read-only access to SiteVault. The user can be added to Study records to view limited study-level documents and data. | |
| Site Viewer (All Studies) | Site staff with this role can edit fields and create new drafts of documents on studies to which they are assigned, as well as participate in relevant workflows. | |
| No Access | Removes a user’s access to the site. |
Add-on Permissions
In addition, one or more additional permissions can be added to the Research Organization Staff and Site Staff system roles to extend a user’s access to certain data and documents:
| System Role | Add-on Permission | Description |
|---|---|---|
| Research Organization Staff | Patients & Recruiting | Adds the ability to create and manage Patient profiles across the research organization and its sites. |
| Site Staff | All Studies Budgets & Contracts | Adds the ability to view all studies and manage all legal and financial documents for the site. CTMS Enabled: Site Staff with the All Studies Budgets and Contracts add-on permission receives the current access the add-on provides and full access to all finance functionality for all studies at their site. |
| All Studies Patients & Recruiting | Adds the ability to view all studies and fully manage all Patient profiles and Participant study records. | |
| All Studies Schedule Builder (CTMS Enabled) | The All Studies Schedule Builder add-on permission grants Site Staff the ability to build study schedules for all studies at their site, regardless of study assignment. | |
| Site Profiles | Adds the ability to manage profile documents for site staff and organizations (such as IRB/IECs or sponsors). |
About Your Context in SiteVault
For Research Organization Administrator users and users with access to more than one site, the value selected in the vault selector determines the documents and data that can be accessed. See the Using the Vault Selector section of the Navigating SiteVault page for more information.
