--- title: "User Roles & Permissions in StudyWorks" slug: "user-roles-permissions-in-studyworks" updated: 2024-09-27T09:36:01Z published: 2024-09-27T09:36:01Z canonical: "help.clario.com/user-roles-permissions-in-studyworks" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.clario.com/llms.txt > Use this file to discover all available pages before exploring further. # User Roles & Permissions in StudyWorks ## Overview Permissions to access and/or take action using certain functions vary depending on the permissions assigned to user roles. You can identify your StudyWorks role by following these instructions: - [ ] Login to your study in StudyWorks. - [ ] Press the **Actions** button on the Subject Management Dashboard. - [ ] Press **Edit My Account**. - [ ] Your role will be shown on the **Account Information** form. **Information Scope** **Solution**: eCOA **Platform**: StudyWorks --- ## Creating a subject The roles shown here can create subjects in StudyWorks. Learn more about [creating subjects](/v1/docs/creating-a-subject-in-studyworks). Site Study Coordinator Site Sub Investigator Site Principal Investigator ## Viewing Form Audit Trails The roles shown here can view Form Audit Trails in StudyWorks. Learn more about [audit trails](/v1/docs/reviewing-a-form-audit-trail). Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Auditor Sponsor Data Manager Sponsor Lab Administrator Sponsor Master Query ## Viewing a Form The roles shown here can view Forms (i.e., a subject’s clinical data) in StudyWorks. Learn more about your [subject’s clinical data](/v1/docs/reviewing-form-level-clinical-data). Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Auditor Sponsor Data Manager Sponsor Lab Administrator Sponsor Master Query ## Reviewing a Form The roles shown here can “Mark form as reviewed” in StudyWorks. Site Study Coordinator Site Sub Investigator Site Principal Investigator --- ## Creating a DCR in StudyWorks The roles shown here can create DCRs in StudyWorks. Read our quick tutorial to get started with [creating DCRs](/v1/docs/creating-a-dcr-in-studyworks). Site Study Coordinator Site Sub Investigator Site Principal Investigator ## Viewing a DCR The roles shown here can view DCRs in StudyWorks. Learn more about Clario’s [DCR Management Dashboard](/v1/docs/navigating-the-studyworks-dcr-dashboard). Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Auditor Sponsor Data Manager Sponsor Lab Administrator Sponsor Master Query ## Responding to a DCR query The roles shown here can respond to DCR queries sent by Clario. Site Study Coordinator Site Sub Investigator Site Principal Investigator ## Receiving a DCR notification The roles shown below will receive reminders that DCRs are pending site action. Read more about [DCR notifications](/v1/docs/navigating-the-studyworks-dcr-dashboard) in our article about navigating the DCR Management Dashboard. Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Data Manager Sponsor Master Query ## DCR Opt Out The roles shown below have the option to decline receiving DCR-related emails. Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Data Manager Sponsor Master Query --- ## Using Reports The roles shown here can interact with Clario’s SmartReports in StudyWorks. Learn how to [make the most of our reports](/v1/docs/navigating-the-studyworks-reports-dashboard), whether you’re viewing them, toggling data views, or exporting information. Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Auditor Sponsor Data Manager Sponsor Lab Administrator Sponsor Master Query --- ## Viewing Documents The roles shown here can view study-related materials that are uploaded to the Documents section of StudyWorks. Site Study Coordinator Site Sub Investigator Site Principal Investigator Sponsor & CRO Clinical Monitor Sponsor & CRO Project Monitor Sponsor Auditor Sponsor Data Manager Sponsor Lab Administrator Sponsor Master Query --- ## Taking additional actions The roles shown here can edit their account, [contact Clario’s Customer Care team](/v1/docs/reminders-when-contacting-customer-care) directly from within StudyWorks, and search for help. 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