Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • CDMS
  • Castor CDMS Manual
  • Manage your study

Define user roles in CDMS

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • CDMS
    Castor CDMS Manual Castor CDMS Calculations Manual Frequently Asked Questions Articles for Data Managers Castor CDMS Compliance Release Documents
  • eConsent
    Castor eConsent Manual Castor eConsent Compliance Release Documents
  • SMS
    Castor SMS Manual Castor SMS Compliance Release Documents
  • Castor Connect
    Castor Connect Compliance Release Documents Castor Connect Manual Castor Connect - Participant Quick Start Guide
  • Helpdesk
    News Other Resources Castor products knowledge resources
  • Status page
  • Completing a Study
+ More

Table of Contents

Site rights Management permissions Permissions overview

User roles are in essence a set of rights. 

You can use roles (predefined or custom) to easily define all the rights you want for each user. You also need user roles if you want to hide parts of the eCRF for certain users. 

Your browser does not support HTML5 video.

The study admins will need the manage 'Users’ permission to be able to manage roles.


In the ‘Users’ page, any invited user can be reviewed/edited from the three dot menu icon, at the far right side of the table

 

Site rights 


Rights in Castor are assigned as roles, which means that a user can have different roles in multiple sites.


More on how to add/edit/delete a user, can be found in the following documentation:

  • The 'Users' tab (User Management) in CDMS

For each user, roles can be assigned:

  • Per site:

  • Or in bulk for all of the available sites:

 


The Roles & permissions page:


It provides a complete overview of the current roles, but also it gives the possibility to the admins to create Custom Roles, which they can assign to users. 

Three pre-existing roles are defined in Castor that reflect the common rights assigned to users:

  • Admin: has rights for most actions.
  • Data-entry: only has rights to add participants, view them, and edit data.
  • Monitor: only has rights to view data and create queries.

 

You can edit these existing roles by selecting the option to Edit permission (top-right corner) and checking or un-checking the right that you want to give or remove for one of the roles. 

Save the changes, or discard.

You can also create new user roles by clicking on the '+ Add Role' button.

Specify a name in the popup and press 'Add' to create the role, but be aware that you need to assign the rights to your newly created role by selecting the rights.

 

 

If your study has never been live and you would like to delete participants, you need a role with 'Archive' and 'Edit' rights.


 Users with site rights only can enter a study if it is live. 

 

 

Management permissions

Represent advanced permission for users that are managing the study, in contrast to only performing data entry. 

These rights provide access to the study management related tabs and can be assigned when inviting an user within the study, or can be assigned at a later stage.


Management permission can be changed by checking each box accordingly next to the specific management right. 

These are as follows:

  • Participants: If a user has the 'Manage participants' right, they will see the 'Participants', ‘Repeating Data’ and 'Surveys' tab while the study is not live. The exact data the user can access depends on the specific site rights. For example, a user who needs to view the participants for 'site X' will need to have 'Manage participants' and 'View' rights for 'site X'. To create and modify participant groups (for the survey bulk invitations) the 'Manage participants' right is needed.
  • Forms: Allows the user access to study management tab 'Structure' and 'Form' (the Form Builder) to create, edit and export/import forms.
  • Users: Allows the user access to study management tab 'Users'.
  • Settings: Allows the user access to study management tab 'Settings'.

 

To view the Audit Trail, all management rights must be enabled.

 

How to add a role:

  1. Navigate to the “+Add role”
  2. Add name (and description, if applicable)
  3. Click “Add” (by default, the permissions are 0)
  4. Click “Edit Permissions”
  5. Check each box, as needed
  6. Save the change

 

How to edit/delete a role:

  1. Go to the pencil icon, next to the name;
  2. Edit the name or add a description, as needed;
  3. Delete by clicking the “Delete Role” button, and confirm the action;

 

Permissions overview

It can be viewed or downloaded with the following steps:

  1. Navigate to the Users page
  2. Go the 3 dot menu

  1. Click on Permissions overview
  2. A new window will open with the user information
  3. Right click on the page and select the Print option
  4. Print or Save as PDF (as needed)
edc/cdms user rights

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Archive a study in CDMS
  • The 'Users' tab (User Management) in CDMS
  • Study management tabs in in CDMS
  • The study 'Settings' tab in CDMS
ISO 27001
FDA - 21 CFR part 11
ICH GCP compliant
HIPAA compliant
CDISC
ISO 9001
gdpr compliant

Products & Industries

  • Electronic Data Capture (EDC)
  • ePRO
  • eConsent
  • Decentralized Clinical Trials (DCT)
  • Clinical Data Management
  • Medical Device & Diagnostics
  • Biotech & Pharma
  • CROs
  • Academic Research

Resources

  • Thought Leadership
  • Blog
  • Castor Academy
  • Knowledge Base

 

Company

  • About Us
  • Careers
  • News
  • Contact Support
  • Contact Us

Legal & Compliance

  • Terms of Use
  • Privacy & Cookie Statement
  • Responsible Disclosure Policy
  • Good Clinical Practice (GCP)
  • ISO Compliance Certificates
  • GDPR & HIPAA Compliance
  • Security Statement

© 2022, Castor. All Rights Reserved.

Follow us on social media


Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand