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).
	Research Organization Staff	The basic system role for all nonadministrative research staff. Provides view-only access to research organization-level information.
	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.
	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.
	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.
	All Studies Patients & Recruiting	Adds the ability to view all studies and fully manage all Patient profiles and Participant study records.
	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.