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Roadmap: Roles and permissions

Step #

Action

Menu to select

What happens?

1

Determine which roles should be associated with the users of your study, and which tasks each user performs.

N/A

The tasks are mapped to specific functions in IRT, and permissions to access these functions are associated with the roles.

This process is a collaborative effort between Oracle and the sponsor, which is completed during the design phase of the study.

2

Assign users to a role in the User Guide

Study (Study tab (main menu))

User Upload

When the user list for the study is uploaded into IRT, the role for each user must be defined.

3

Set up the roles in IRT

 

Configuration Configurations tab (main menu)

Manage Roles

Each role in the study is mapped to a role in IRT.

If necessary, you can create new roles to supplement the standard roles.

4

Assign permissions to the roles

Configuration Configurations tab (main menu)

Manage Permissions

These permissions restrict access to the subject information and functions of IRT.

5

Test access to make sure the roles and permissions are set up correctly.

N/A

The sponsor tests access to make sure roles and permissions for each role are set up correctly.

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