Manage site permissions

You can limit the activities a site user can perform, such as adding new subjects, screening and randomizing subjects or dispensing kits.

During the study conduct period, you might need to stop the enrollment of new subjects and limit screening, randomization and dispensation, at one or multiple sites at once. For instance, if you need to have a balance between subjects enrolled at different sites and you notice that one site is approaching its limit for randomized subjects, you can prevent site users at that site from adding more subjects, screening, or randomizing them. Or, if one of the sites in your study requires additional protocol training, you might need to suspend dispensing to all subjects.
  1. On the Home page, click the study settings button (settings button) for the study you want to monitor, and select Open Settings.
  2. Below the study name, navigate to the Sites & Labs tab.
  3. On the left, select Production Sites, Testing Sites or Training Sites.
  4. Choose one or multiple sites and from the Manage Sites drop-down select Edit.
  5. Go to Site permissions and, depending on your study protocol, click the check boxes to activate or deactivate one or more of the following permissions:
    • Add Subjects: Enable or prevent site users from adding subjects at one or multiple sites
    • Screen Subjects: Enable or prevent site users from screening subjects at one or multiple sites
    • Randomize Subjects: Enable or prevent site users from randomizing subject at one or multiple sites
    • Dispense to Subjects: Enable or prevent site users from dispensing kits, devices or performing dose changes for subjects at one or multiple sites
  6. In the lower left, click Save.
Note on the main Sites & Labs screen, that for each permission that is turned off a new icon appears next to the given site.

Parent topic: Set up facilities