About user permissions and roles

Permissions enable users to access certain features or perform specific actions in ClearTrial. You can assign primary roles and additional roles and capabilities to users.

Primary role permissions are generic actions that users can perform. Additional permissions are used for access or maintenance in certain parts of the application, such as the resources and reporting regions.

• To access the application, users must be assigned a primary role.
• Additional roles and capabilities can be assigned to users to grant them permissions to access certain features or perform specific job responsibilities.

The primary role you assign to the user determines which additional roles/capabilities are available for that user.

Table 2-1 Primary Roles

Primary Role	Description	Comments
Read-Only User	Can view most items in ClearTrial but cannot create, edit, or delete any of these items. This role does not grant permission to modify notes or export data, these permissions can be added as additional capabilities.	None.
User	Can view products (or compounds) and studies, and can create, edit, and view plans. Users can edit or delete plans they create but cannot edit or delete plans created by other users.	None.
Power User	Has all of the permissions of the User primary role and can create, edit, and delete their own templates. Power users can edit or delete plans created by other users. If Power users need to create studies, they can request that additional option be enabled by their ClearTrial System Administrator.	None.
Clinical Administrator	Has all of the permissions of the Power User primary role and can also create and maintain products, service providers, and billing rates. Clinical administrators can also edit or delete templates created by other users.	Clinical administrators can grant some additional roles/capabilities to other users.
System Administrator	Has all of the permissions of the Clinical Administrator primary role and can manage all other ClearTrial users and their accounts at their organization	System administrators (please ensure you have two assigned) can grant all additional roles/capabilities to other users and are responsible for managing all user accounts at their organization.

Table 2-2 Additional Roles and Capabilities

Additional Role/Capability	Description	Comments
Exchange Rates Administrator	Users can create, edit, view, and delete shared exchange rate tables.	None.
Resources Administrator	Users can create, edit, view, and delete user-defined resources.	Custom resource configuration capabilities are only available to Enterprise Licensed users.
Reporting Regions Administrator	Users can create, edit, and delete custom reporting regions and map countries to those regions for reporting purposes.	Only available to Enterprise Licensed users.
Department/GL Codes Administrator	Users can create user-defined departments or GL codes available for use in plans. They can also edit existing ClearTrial-defined departments and GL codes being displayed in plans.	None.
RFP Administrator	Users can create, edit, and delete RFPs and bids.	System administrators have these permissions by default.
RFP/Bid Reader	Users can view RFPs and bids.	The System Administrator and RFP Administrator can grant these permissions to those assigned the Clinical Administrator role.
Custom Fields Designer	Users can create, edit, and delete custom fields in custom field models to publish for use in plans. ClearTrial comes out of the box with the ClearTrial-defined assumptions model which are the input fields you see displayed in the service. If you would like to add custom input fields for other users to enter, then you need this role to create custom fields in your custom field models.	Only available to Enterprise licensed users. The System Administrator can grant these permissions to users that are assigned a primary role of Clinical Administrator or System Administrator.
Advanced Algorithm Editor	Users can create/edit user-defined algorithms with multiple expressions.	Only available to Enterprise licensed users. The System Administrator can grant these permissions to users that are assigned a primary role of Power User, Clinical Administrator, or System Administrator.
Expert Algorithm Editor	Users can create or edit scripted algorithms for costs or resources.	Only available to Enterprise licensed users. The System Administrator can grant these permissions to users that are assigned a primary role of Power User, Clinical Administrator, or System Administrator.
WBS Editor	Users can create, edit, and delete ClearTrial-defined major tasks, tasks, and resources in the Work Breakdown Structure (WBS) in plans created by the user. This role allows the user to view and edit the Level of Effort algorithm for a plan-specific task and resource.	Only available to Enterprise Licensed users.
WBS Manager	Users have WBS Editor permissions plus additional capabilities to edit and delete user-defined/ClearTrial-defined major tasks, tasks, and resources in the WBS of plans created by other users.	Only available to Enterprise Licensed users
Can edit notes	Users can edit notes associated with plans or other items for review purposes.	Can be granted to read-only users.
Can export report data	Users can export reports in multiple formats offered (for example, HTML, PDF, Excel, or CSV).	Can be granted to read-only users.
Can access WS-API	Users who are licensed Enterprise Edition customers, can leverage the ClearTrial Web Services API.	Only available to customers who have Enterprise Edition licensed.