Understanding Permissions

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There are three sets of permissions for a population: Participant Workflows, Participants, and Submission Data. These permissions can be combined with site and campaign access permissions when assigning permissions to users (see Assign Users) to control what users in the population can see and do based on their job description or involvement in projects being supported by the platform.

  1. Participant Workflows: These permissions control access to participant workflow data including the ability to add workflows to participants, view workflow progress, and edit the details of workflow items. The available permissions include:
  • View: This permission allows users to view the Tasks page in Population Management and workflow progress for individual participants on participant profiles. The participant view permission is also required when viewing workflow progress on the profile.
  • Add: This permission allows users to add workflows to participants (or enroll participants into workflows).
  • Modify: This permission allows users to manipulate the status of any workflow item and edit task details such as the task due date or assignee.
  • Export: This permission allows the user to download participant workflow information in areas where it is supported. (Note that there are currently no locations that support the downloading of participant workflow information.)
  1. Participants: These permissions control access to participants and their profile data including the ability to add participants to the population and change their profile data. The available permissions include:
  • View: This permission allows users to view the Participants page in Population Management and allows users to view  individual participant profiles in the population.
  • Add: This permission allows users to add new participants to the population either with the New Participant page or with the Participant Import feature.
  • Modify: This permission allows users to edit information stored in participant fields on participant profiles for individual participants either individually or with the Participant Import feature.
  • Export: This permission allows the user to download a list of participants and their individual participant details in areas where it is supported.
  1. Submission Data: These permissions control access to submission data captured from population users or participants including the ability to add new data, or download it form the platform. The available permissions include:
    • View: This permission allows the user to view submission data for all activities that have collected data in the population. However, this will be filtered to a smaller set of activities depending of campaign and site access permissions.
    • Add: This permission allows the user to submit data through activities in the population.
    • Modify: This permission allows the user to edit activity data for activity tasks that have not been submitted for all activities in the population.
    • Export: This permission allows the user to download submission data for all activities in the population.