How to Manage Study Roles for Users

A user's "Study Team Role" is a field that indicates what a person's role is for that study. It does not have an impact on their access to SimpleTrials (i.e. a user with an Admin User Role can have a Study Role as a CRA). This field is can be included in CTMS Reports and can be very useful in setting custom folder permissions based on a user's study role. 

Study Roles automatically default to "TBD." To set study roles:

1. Go to STUDY TEAMS & CONTACTS view and select the corresponding team
2. Click "Details" and new form should appear with all of that team's details, including their list of associated team members
3. Scroll to the specific team member and click "Edit" within their "Study Specific Details"
4. Select the appropriate role and remove the "TBD" and click "Save"

NOTE: This is a customizable list. To change the options with this pick list, an Admin can navigate to the ADMIN > CUSTOMIZE PICKLIST view. Within that view is the list of all the pick lists that can be customized, including the Study Team Role.