To apply or edit a user role, you need the 'Change user access' permission
Each user must be assigned to one or more sites and roles for each study that they will work on. To assign roles to a user you must have already created the roles and created the individual user. An association between a user and a specific role is known as a user role.
Please note that some permissions allow changes to all data in a database and are not restricted to the study/site combination specified in a user’s user role. More information...
To apply or edit a user role, you need the 'Change user access' permission
Right click on the user within the Users section of the tree and select View/Edit user roles. The User Role screen is displayed.
Select a user name from the User Name drop down list.
Select a database from the Database drop down list. Users need to be assigned a user role for each database that is available to them.
From the appropriate drop down lists, select the study and site (or All Studies and All Sites) where you want the new user role to apply.
From the Role drop down list, select a role that for this user in your chosen combination of database, study and site.
Click Add. The combination of database, site and role will be displayed in the fields beneath, and automatically saved.
You may assign more than one user role to an individual user.
Right click on the user within the Users section of the tree and select View/Edit user roles. The User Role screen is displayed.
Select a user name and database from the drop down menus.
To view the complete set of roles for a given user, select the user name and All Databases from the drop down menus.
The user names and roles you have selected will be displayed.
To edit a user role, you must add a new one and them remove the original.
Right click on the user within the Users section of the tree and select View/Edit user roles. The User Role screen is displayed.
Select a user name and database from the drop down menus.
Highlight the role you want to change and make your changes.
Click Add to add the changed details as a new user role.
Highlight the original user role and click Remove to remove the original user role.
Right click on the user within the Users section of the tree and select View/Edit user roles. The User Role screen is displayed.
Select the user name and database for the user role to you want to delete from the drop down lists. One or more user roles will appear in the lower part of the screen.
Highlight the user role you want to delete.
Click Remove. The user role is deleted.
To remove all the user role combinations displayed, click Remove All.