Adding or updating user roles

You enter data for user roles on the UserRoles worksheet. You can assign user roles for InForm or IRT, depending on your trial details.

Caution:

You must always modify this worksheet first and propagate these changes to the other worksheets using the Populate User Roles button before modifying other worksheets.

New entries and modifications to existing roles are propagated to the related SponserUsers and SiteUsers worksheets. Role information is also propagated to the Rights&Roles and ReportGroups worksheets.

To add a new role:

1. In a new row, add a name for the role in the User Role column.
2. Optionally, add a description for this role in the Description column.
3. Mark the role as applicable or not applicable to the current study by selecting Applicable or Not Applicable from the drop-down list in the Role required column.
4. Click Populate User Roles to propagate the data to the dependent worksheets.

   Note:

   You may need to enable macros for this to operate correctly.

To update an existing role:

1. To change the data in the existing rows, perform one of the following:
   • Update the role description in the Description column.
   • Mark a role as applicable or not applicable to the study by selecting the desired value (Applicable or Not Applicable) from the drop-down list in column C.
     • Marking a role as Applicable adds information for that role to the SponserUsers, SiteUsers, and ReportGroups worksheets.
     • Marking a role as Not Applicable removes information from the SponserUsers, SiteUsers, Rights&Roles, and ReportGroups worksheets.
2. Click Populate User Roles to propagate the data to the dependent worksheets.