Create user roles
User roles are in essence a set of rights. Thus, you can use roles to easily define all the rights you want for each user, instead of choosing these one by one for each institute. You will also use user roles if you want to hide parts of the eCRF for certain users.
For this purpose, when you go to the 'Users' tab and click on 'Edit roles' in the top right corner. Here you will find three pre-existing roles defined in Castor that reflect the common rights assigned to users:
- Admin: has rights for most actions .
- Data-entry: only has rights to add records, view them, and edit data.
- Monitor: only has rights to view data and create queries.
You can edit these existing roles by simply checking or un-checking the right that you want to give or remove for one of the roles. These changes will be automatically saved:
You can also define new user roles. To do so, press the 'Add role' button and specify a name in the popup. Then press "Create role" to add the role. You will assign the rights in the next step. You can now assign rights to your newly created role the same way as described above.
Assign roles to users
The first thing to remember here is that roles are specific for each institute, so one user can have different roles for different institutes. To assign a role to a user for a certain institute, first doubl click the user or use the cogwheel to edit their rights.
Then, click on the user role (by default selected at 'None') next to an institute and select a new role from the dropdown:
You can also make additional changes here if you wish. For example, you can assign the role 'data entry' to a user, but you can add also randomization right for that user for one institute. That will not change the overall 'data entry' role you had previously defined, but will add the randomization right for that user for that institute. Finally, save the roles and rights you have defined.