REDCap: Recommended User Roles

This page provides recommended REDCap access for users of a REDCap project. This access can be set individually or for multiple users by the creation of user roles. To learn how to setup a user role in SMPH REDCap, please see User Rights Management.

A requirement of using the FDA Regulated REDCap instance is to create roles within your project. The roles you create should match your delegation of authority logs. 'Read Only' access is recommended for FDA Inspectors that may need access to your REDCap project.

Recommended REDCap Access based on Role

= Recommended for most projects = Only needed if using this feature
REDCap Project Role		Principal Investigator
Highest Level Privileges
Project Design and Setup
User Rights - Full Access
User Rights - Read Only
Data Access Groups
Privileges for data exports (including PDFs and API exports), reports, and stats
Data Exports (select one)	*No Access*
	*De-Identified*
	*Remove Identifiers*
	*Full Data Set*
Add / Edit Reports
Stats & Charts
Other Privileges
Survey Distribution Tools
Alerts & Notifications
Calendar
Data Import Tool
Data Comparison Tool
Logging
File Repository
Data Quality	*Create & Edit Rules*
Data Quality	*Execute Rules*
Data Resolution Workflow (Only available if enabled on a project level - required for FDA REDCap)	*No Access*
	*View Only*
	*Open queries only*
	*Respond only to opened queries*
	*Open and respond to queries*
	*Open, close, and respond to queries*
API	*API Export*
API	*API Import / Update*
Settings pertaining to project records
Create Records
Rename Records
Delete Records
Settings pertaining to record locking and E-signatures
Record Locking Customization
Lock / Unlock Records	*Disabled*
	*Locking / Unlocking*
	*Lock / Unlock with E-sign* (Recommended for FDA Regulated Projects)
Allow locking of all forms at once for a given record
Data Entry Rights - Specific to each Instrument
Data Entry Rights	*No Access*	Recommended when a person should not access PHI fields. We recommend moving all PHI fields to a single instrument and setting 'No Access' for that individual.
	*Read Only*
	*View & Edit*
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