Roles are pre-defined user access levels. Customised roles can also be created.

Data monitors are responsible for reviewing and verifying data. They only require the ability to review data and raise queries, and do not normally need to edit patient data. The data monitor is responsible for locking forms once all queries have been resolved by site coordinators, project managers or investigators. In smaller projects, data monitoring may be performed a project manager of administrator and custom user rights will need to be created. 

Data managers are involved in setting up and maintaining the project, and have full access to all study data. The data manager has the ability to program data quality rules and raise queries, reports.

Project managers are members of the primary study team and have a senior administrative role. Project managers can assign existing users to data access groups, raise queries, edit reports and records. They have full access to study data but can download only de-identified data.

Investigators have full user rights and can lock records with an electronic signature if required.


Access levelSite data entrySite CoordinatorProject managerInvestigatorData managerCentral data entryData monitorStatistician
Assign to DAGYesYesNoNoNoNoNoNo
Design and set upNoNoNoYesyesNoNoNo
User rightsNoNoNoYesYesNoNoNo
DAG rightsNoNoYesYesYesNoNoNo
Data exportNoNoDe-identifiedFullFullNoNoDe-identified
Add/Edit ReportsYesYesYesYesYesYesYesYes
Stats & ChartsYesYesYesYesYesYesYesYes
Manage survey participants No NoYes Yes Yes No No No 
Import toolNo No No Yes Yes No No No 
Data comparisonNoNoNoYesYesNoYesYes
Data comparisonNoNoNoYesYesNoYesYes
File repositoryYesYesYesYesYesYesYesYes
Data QualityNoExecuteExecuteCreate, edit, executeCreate, edit, executeExecuteExecuteCreate, edit, execute
Data resolutionOpenOpen, respondOpen, close, respondOpen, close, respondNoOpenOpen, close, respondOpen, close, respond
APINo NoNoNoExport, Import/UpdateNoNo No 
Mobile AppNo NoNoNoNoNoNo No 
Create RecordsYesYesYesYesYesYesNoNo
Rename RecordsNoYesYesYesYesNoNoNo
Delete RecordsNoNoNoYes (but turn off)Yes (but turn off)NoNoNo
Lock/unlock recordsNoNoYesYesNoNoYesYes
Lock all records at onceNoNoYesYesNoNoYesNo
Lock records with e-signatureNoNoNoYes, if required, otherwise just lock/ unlockNoNoNoNo
Data entry rightsView & EditView & EditView & EditView & EditView & EditView & EditViewView
Edit surveysNoNoyesYesNoNoNoNo