Study Manager

This topic describes the permissions included in the Study Manager (template) study role in the application. This template study role is available for all studies in your organization. You can copy the study role and customize it for each individual study you work in.

Permissions given to a study manager based on their responsibilities


To see an overview of all permissions that can be included in study roles, see the View Permissions window in the application.

Table 8-14 Study Manager (template) study role

Category Permissions assigned

CRF Submit Access

  • Run and Download Site Confirmation and Download Log Audit Reports
  • Run and Download all PDF Request Types and Audit Reports. Enable Share with Sites, and Site Confirmation

Clinical Data Collection

  • Edit Classified Subject Data Only
  • View Blinded Dispensation Details with Calculated Doses
  • View Blinded Dispensation Details without Calculated Doses
  • View Classified Subject Data Only
  • View Queries

Inventory Management

  • Create Manual Shipments
  • View Shipments to Sites
  • View Site Inventory


  • Receive the Code Break Notification
  • Receive Site has been Updated Notification
  • Receive the Study Limits Notification
  • Receive the Subject Transferred Notification,


  • Schedule Reports to Run
  • Run the Blinded Subject Events Dataset
  • Run the Enrollment Report
  • Run the Kit Dispensation Report
  • Run the Site and Depot Report
  • Run the Study Codelist Dataset (planned for a future release)
  • Run the Study Design Report
  • Run the Study Query Dataset
  • Run the Subject Data Report
  • Run the Subject Dataset
  • Run the Subject Events Report
  • Run the Subject Form Items Dataset
  • Run the Subject Forms Dataset
  • Run the Subject Query Report
  • Run the Training Report
  • Run the User Assignment Report
  • Edit Welcome Details in General Study Settings

Study Management

  • Transfer Subjects Between Sites

Study Setup

  • Assign a Study Version to a Site
  • Create and Manage SDV Strategies
  • Edit General Study Settings
  • Edit Regions
  • Edit Study Settings
  • Move a Study Design to Testing or Production
  • View Depots
  • View Regions
  • View Role Assignments for Study Users
  • View Sites
  • View Study Design
  • View Study Settings