Planning user setup

When planning the roles of different users in the InForm application, you should carefully examine the functions that those users currently perform within your organization. For example, who has supervisory authority? Who can authorize changes in the trial protocol or in collected data? Who enters the data? How is the workload distributed? You will probably want to define most of this functionality the same way in the InForm application.

Also, try to be aware of what rights and privileges depend on others. For example, if particular users have managerial responsibility over other users, does that also imply that they have signature authority over all changes that their subordinates might need to make?

Several default groups of rights that you might commonly use are already predefined in the InForm application. You can use these rights as a basis for examining the responsibilities and workflow within your organization, and add additional rights as needed.