Sites and team

Sites, investigators, roles, site access, invitations.

Roles

• Manager: settings, team, launch and database lock.
• Data manager: data and queries, audit trail, exports.
• Investigator: data entry at their sites.
• Monitor: data review and queries.
• Viewer: read only.

Site access

By default a person sees all sites. Tick specific sites and they see only those. Useful for investigators and monitors.

Invitations

Enter an e-mail and a role. The portal sends a letter with a link; you can also copy the link and send it yourself. Someone without an account signs up through that link. An unused invitation can be revoked. Invitations older than 7 days show up on the desk.