Edit a study role

As a global user manager or study user administrator you can edit an existing study role. Study roles can be modified even if the study role is already assigned to users.

While global user managers can edit study roles at both the global and the study level, study user administrators can only edit study roles at the study level.

Note:

The changes that you apply in study roles at the study level are automatically reflected for the users already assigned with them. Updates to existing global study roles only apply to newly created studies but do not automatically propagate to existing studies.

You can edit a study role anytime you want, but you cannot update template study roles provided by Oracle. Template study roles are read-only and locked from any type of modification.

  1. From the Home page, Open the study's settings.
  2. Navigate to the Study Roles tab.
  3. Locate the existing study role that you want to edit and select it.
  4. On the Permissions pane on the right, make any desired changes to the following fields:
    • Role Name: Enter a name for the study role. We recommend using a descriptive name so you can easily identify which users can be assigned with this role.
    • Type:
      • Select Sponsor if the role is for members of the study team at either the sponsor or CRO.
      • Select Site if the role is for site users.
      • Select Design if the role is for the study design mode.
    • Description: This is optional, but you can add a short description of the study role in this field.
  5. Select or deselect the permissions that you want to include in this study role.

    Caution:

    Pay attention to the soft warning messages in the product for when you are about to add a permission that does not typically belong in the study role. You must be careful to not add any unblinding permissions without considering the consequence of unblinding the wrong user.
    For more information on the available permissions see Descriptions of permissions in Oracle Clinical One Platform.
  6. Click Apply Changes.

Related Topics

Parent topic: Manage study roles