Once a study exists, you grant access to it user by user. A user can have access to every study on the platform, or to one study only, and their role can differ from one study to the next.
š Prerequisite: the person must already be invited to the platform before you can add them to a study. See Invite and manage platform users.
Invite a user to a study
The Users page of the study lists everyone with access and the role each one holds, with search and filters to find a specific entry.
š” Tip: removing somebody from a study is not permanent. You re-invite them through exactly the same process, so taking access away while a person is between roles costs you nothing.
Platform role and study role
Every user carries two roles, and understanding which one is in play saves a lot of confusion about permissions.
Role | What it governs |
Platform role | The default, applying across every study the user can reach. |
Study role | The role inside one specific study, which overrides the platform role there. |
Changing the study role lets you give somebody different responsibilities on one project without touching what they can do everywhere else. That is the mechanism to use when a data manager needs to act as a monitor on a single study.
š ļø Step by step guide
Go to the Study settings.
Select Users.
Find the user and click the pen icon next to their role.
Choose the new role and save.