Description: This role is able to administer the enterprise, organize the project hierarchy and setup security but not able to see any data or configure studies (if Discovery is licensed).
Able to:
What it cannot do:
Description: An analyst has access to the Data Manager only. Analysts can query and download data. They can also create and share queries with other analysts and viewers.
Description: Able view and edit survey items AND also able to launch surveys both online and using remote data collector.
Description: Designers can create and edit surveys. Designers cannot approve surveys--not even their own surveys. After a Designer creates a survey, it must be approved by a Publisher, Power User, or Administrator before it can be published. Designers can also submit items such as questions and Text/HTML objects to the repository. See the table below for a full listing of Designer privileges.
Description: The Designer-Analyst has all the privileges of the Designer and the Analyst.
Description: Email Managers may define and initiate email jobs (e.g. sending out email invitations to participants). They cannot work with surveys or view survey results or participant lists.
Description: This role has no privileges whatsoever. Generally, you assign this role within a limited realm. For example, one of your Users has Publisher privileges on all of your surveys. However, this User must not be allowed to access Survey X at all. Assign this User the "Excluded" role on Survey X, and he or she will be prevented from accessing the survey in any way. On all other surveys, the User's normal role will continue to apply.
Description: The Power Analyst has all of the same privileges as the Analyst, plus the ability to create cross survey views.
Description: The power User has all of the privileges of the Designer, Power Analyst, Email Manager and Participant Manager.
Description: Publishers can create and edit surveys through the Survey Designer, and can approve and reject their own surveys, and the surveys of others. This is important, because surveys cannot be published until they are approved.
Publishers can also create, edit, and approve items in the survey repository.
Description: Survey Viewers cannot create or edit surveys. They can view and execute shared queries in the Data Manager. They have no other privileges. The Viewer role is appropriate for an analyst who needs access only to a limited subset of data. (For example, a contractor or consultant.)
The following Roles are only available with a DatStat Discovery license.
Description: This role can do everything that the Enterprise Administrator can do but it will be allowed to configure studies and not be allowed to create them or create/modify User roles, which are a global resource.
Same privileges as Enterprise Administrator except for the following:
Additional notes: Currently Sites are a global resource and since this role will generally not be applied at the System Project level sites will not be able to be created/modified with this User Role.
Description: Able to view and edit Contact Info, Appointments, and Communications for all participants where the User is the Case Owner or additional Case Owner.
Description: This role can see all participants and do all things in Discovery related to participants.
Able to:
What it cannot do:
Description: This role is similar to the Participant Manager role with the exception that it can only perform actions against participants in which they are the Case Owner or additional Case Owner.
Able to:
What it cannot do:
Description: Able to view and edit all types of Study Tasks for all participants where the User is the Case Owner or additional Case Owner. Not able to edit participants and other study-related (non-study-item) data [eg notes, contact info, etc]