Assignments for user administrators

Even if you have global user managers at your organization, you must have a user administrator in each study to manage other study users and assign them to individual sites and depots. The user administrator site and depot assignments determine which sites and depots they can assign to other users.

The User Administrator (template) study role is a design-type role and can only be assigned in study design mode. However, users with this role may also hold additional roles. For example, a user who is a User Administrator in study design mode can also be assigned any Sponsor-or-Site-type study role in production, testing or training modes. In those modes, user administration capabilities depend on the permissions defined within the assigned custom role. Typically, study user administrators are site administrators in production, testing and training modes. See, Types of study roles in Clinical One Cloud Service.

Note:

If a user is assigned the User Administrator (template) study role in design mode and a custom role in testing, production, or training modes, the custom role must include the permissions required for user management in those modes. This includes access to view sites and depots and at least one of the following permissions to enable the user to successfully add users to a study. If none of these permissions are included in the custom role, the user will not be able to perform user management actions in those modes.

Permissions	Permissions	Permissions
Blinded Depot User	Create and Manage Depots	Manage Study Inventory for Unblinded Users
Manage Subject Number Configuration	Receive New Shipments at the Depot	Receive Shipments and Update Site Inventory
Release Shipments from Quarantine	Run the User Upload Error Report	Update the Shipment Order Form
View Depots	View Only for Unblinded Support Users	View Quantum Drug Order Form
View Role Assignments for Study Users	View Study Design	--

Global users with the Study Creator role are the only users who can assign study users with roles for the study design mode. This means they are the only ones capable to add users as study user administrators and study designers. See Roles in user management.
Even though study creators can add other study users, they do not have access to individual sites. If you are a study creator and must manage other study users and their assignments, consider adding yourself to the study as the study user administrator.

The table below describes typical study role, site, and depot assignments for a user administrator.

Job role	Study role assignment	Site assignment	Depot assignment
User administrator	For Study Design Mode, select the User Administrator role. For Production, Testing, and Training modes, select the desired role. This would typically be the Site Administrator role.	For all three categories of sites (Production, Testing, and Training Sites), select the checkbox for any site where the user administrator must be able to assign other users. For example, if the user administrator must assign users to Hospital Roma (a site created in Testing mode), then the user administrator must also be assigned to Hospital Roma in Testing mode.	For all three categories of depots (Production, Testing, and Training depots), select the checkbox for any depot where the user administrator must be able to assign other users. For example, if the user administrator must assign users to the Canada Depot (a depot created in Production mode), then the user administrator must also be assigned to the Canada Depot in Production mode.

Job role

Study role assignment

Site assignment

Depot assignment

User administrator

For Study Design Mode, select the User Administrator role.
For Production, Testing, and Training modes, select the desired role. This would typically be the Site Administrator role.

For all three categories of sites (Production, Testing, and Training Sites), select the checkbox for any site where the user administrator must be able to assign other users.

For example, if the user administrator must assign users to Hospital Roma (a site created in Testing mode), then the user administrator must also be assigned to Hospital Roma in Testing mode.

For all three categories of depots (Production, Testing, and Training depots), select the checkbox for any depot where the user administrator must be able to assign other users.

For example, if the user administrator must assign users to the Canada Depot (a depot created in Production mode), then the user administrator must also be assigned to the Canada Depot in Production mode.