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.

Recommended REDCap Access based on Role

Yes = Recommended for most projects        possibly = Only needed if using this feature
REDCap Project Role Principal Investigator Monitor Project Manager Data Coordinator Statistician Project Staff Read Only Data Entry
Highest Level Privileges
Project Design and Setup
Yes
Yes
User Rights - Full Access
Yes
Yes
User Rights - Read Only Yes Yes Yes Yes Yes Yes
Data Access Groups
possibly
possibly
Privileges for data exports (including PDFs and API exports), reports, and stats
Data Exports
(select one)
No Access
Yes
Yes
De-Identified
Yes
Yes
Remove Identifiers
Yes
Full Data Set
Yes
Yes
Yes
Add / Edit Reports
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Stats & Charts
Yes
Yes
Yes
Yes
Yes
Yes
Other Privileges
Survey Distribution Tools
Yes
Yes
Yes
Alerts & Notifications
possibly possibly
Calendar
possibly
possibly
Data Import Tool
possibly
possibly
possibly
Data Comparison Tool
possibly
possibly
Logging
Yes
Yes
File Repository
Yes
Yes
Yes
Yes
Data Quality Create & Edit Rules
Yes
Yes
Yes
Yes
Yes
Execute Rules
Yes
Yes
Yes
Yes
Yes
API API Export
possibly
possibly
API Import / Update
possibly
possibly
Settings pertaining to project records
Create Records
Yes
Yes
Yes
Yes
Yes
Rename Records
Yes
Yes
Delete Records
possibly
possibly
Settings pertaining to record locking and E-signatures
Record Locking Customization
Yes
Yes
Yes
Yes
Lock / Unlock Records Disabled
Yes
Yes
Yes
Yes
Locking / Unlocking
Yes
Yes
Yes
Yes

Lock / Unlock with E-sign
(Recommended for FDA
Regulated Projects)

possibly
possibly
possibly
possibly
Allow locking of all forms at once for a given record
possibly
Yes
Yes
Yes
Yes
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
Yes
Yes
Yes
View & Edit
Yes
Yes
Yes
Yes
Yes
Edit Survey Responses
Yes
Yes
Yes

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KeywordsREDCap, user, roles, PI, data entry, statistician, access   Doc ID97794
OwnerAmy S.GroupSMPH Research Informatics
Created2020-02-10 14:17:33Updated2024-09-25 09:41:23
SitesSMPH Research Informatics , SMPH Research Informatics TEST
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