Best practices for role, site, and depot assignment

Users with different responsibilities require different assignements. For example, some users need the ability to add users to a study, some others need permissions for study design or study management tasks. Similarly, some users need access to all sites and depots, while some others need access only to specific facilities.

When you create a user and assign a study role to them, you must take into consideration all three modes of a study. Moreover, you must also assign each user to sites and depots in all three study modes, depending on what type of access they should get.

The guidelines in this chapter help you assign the appropriate study roles to each user in each mode, as well as assign them to the correct sites and depots. However, it is ultimately up to you to decide on what roles a user must get in a certain mode or what sites and depots they should be assigned to.