Roles

  • Manage – Limited to 4 people per project. Have record delete/rename rights. Have rights to modify project instruments and fields. Able to export full dataset. Have data entry rights.
  • Design – Have rights to modify project instruments and fields. Able to export full dataset. Have data entry rights.
  • Analyze – Able to export full dataset. Have data entry rights.
  • Entry – Can only export de-identified data. Have data entry rights.
  • Monitor – Have instrument viewing rights only.
Rights\Role Manage Design Analyze Entry Monitor
Project Design and Setup X
Data Access Groups X
Data Exports Full Access Full Access Full Access De-identified
(all free-form
text fields will
be removed plus date/time
fields and
Identifier fields)
No Access
Add/Edit/Organize Reports X X X X X
Stats & Charts X X X X X
Survey Distribution Tools X X X X
Calendar & Scheduling X X X X
Data Import Tool X X X X
Logging X X X X X
File Repository X X X X X
Data Quality X X X X
Create Records X X X X
Rename Records X
Delete Records X
Record Locking Customization (if used) X X X
Lock/Unlock Records (if used) X X X
Instrument Data Viewing Rights View & Edit View & Edit View & Edit View & Edit View Only