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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

= 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*
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*
Edit Survey Responses