Purpose #

The Create new role (or Edit a role) sub page allows administrators to define the core attributes of a role and fine-tune its functional permissions across the entire platform.

Step 1: Setup #

This initial page focuses on the general configuration of the role:

• Role / Attribute Name*: A required text field to name the role.

• Description*: A required text area to describe the role’s responsibilities.

• Access Level*: A dropdown menu to set the general security level, with options for High, Medium, or Low.

• Default Toggle: A switch to set whether this role should be assigned by default to new users.

• Surveys Dropdown: A multi-select menu to choose which surveys users with this role can access.

• Unlocked Features List: A read-only preview of the features currently enabled for this role.

• Cancel Button: Discards changes and returns to the main Roles screen.

• Save & Continue Button: Saves the initial setup and proceeds to the Permissions tab.

Step 2: Permissions #

The Permissions page (labelled “2 Permissions”) contains the Unlock Features hierarchy tree control.

Hierarchy Tree Control #

This tree allows you to grant or revoke specific permissions by checking or unchecking boxes next to each item. Nodes can be expanded using the arrow icons to reveal more granular settings. Key nodes include:

• Features: The root node containing all system permissions.

• Administration: Includes permissions for Audit logs, Departments, Roles, Sites, Users and Settings .

• Alerts: Manages permissions for alert rules, history, notifications and logs.

• App Settings: Contains settings for App Consents, Custom Links, Custom Pages, Default Surveys, Condition Settings, Navigation, and Survey Builder functions.

• Approval Queue: Permissions related to reviewing and approving system entries.

• Broadcast: Manages the ability to create, edit, and send broadcast messages.

• Charts & Dashboard: Permissions for viewing and editing various data visualizations and the main dashboard.

• IQ: A large category for medical and study-specific data, including Allergies, Conditions, Medicines, and various Monthly/Weekly report summaries.

• Smart Lists: Permissions for managing different participant groupings like Conditions, Family History, and Symptoms.

• Study Participants: Includes permissions for viewing participants, managing milestones, and handling health data.

• Study Setup: Contains configuration permissions for the overall study structure.

• Surveys: Specific permissions for viewing, creating, and editing surveys.

Final Action Buttons #

• Back: Returns to the Setup tab.

• Cancel: Discards changes and returns to the main Roles page.

• Save: Commits all configuration and permission changes to the database.