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You can further restrict a user’s role within any given Study by using the Study Configure module. This could mean that the User has Roles X, Y and Y Z in their User Profile, but for Study A you wish to restrict them to just Role Roles X and Y.

  1. To restrict User Roles for a Study, select the Study A from the Study dropdown at the top of the page.

  2. Click on the “Study” menu, then select “Configure”.

  3. Scroll down to the “User Access” section.

  4. From the “Action” menu, select the “Import” option.

  5. Select the desired Role(s) from the dropdown (Site filter is optional). A list of Users with the selected Role(s) (as configured in their User Profile) will be displayed. You cannot assign any new Roles to the User using the Study Configure module.

  6. Select all of the Users you wish to grant access for by ticking the appropriate tickboxes.

  7. Click “Save”. The Users will be added to the authorized Users list and restricted to the Role you have selected.

If you are considering using the Study Configure module to restrict User Roles for Users, please consider the following:

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  • Please note, a special Role Action “Study User Management” allows the Users to manage restrictions for a Study. With this Role Action the User would not need to be explicitly added to the Study in question, as they can access all studies in the system.