Managing Security

We have already seen in section 'Accessible functionalities for SSU Users 'the types of security privileges provided by Trial Interactive system to the users and contacts of investigative sites. The security privileges can be provided for all sites in a data room, as well as from within the Study Start-Up Sites section.

Access to users for all sites can be provided by adding the site users to Default editors/readers group, or by making them Default access members of sites.

From within the SSU Sites section, the administrator can view and provide security privileges to users for site/s from two locations:

Note: The administrator has to be site members like a SSU Specialist, or Co-Investigator, or Site Activation Member to be able to manage security of sites from within the SSU Sites section.
  1. Click the Manage Security dropdown on menu bar above the Grid Pane: From the Grid Pane the administrator can assign Editor and Reader accesses to users/group of users, thereby making them contacts of multiple sites. By selecting the checkboxes next to the site names in the grid, the administrator can make the selected users/groups member to multiple sites at one time. This is helpful if contacts will have same privileges in multiple sites.


  2. Click the Security dropdown from within a site profile window. (The button is displayed at the right bottom of the screen).

From within a Site Profile, the administrator can assign Editor, and Reader accesses to users/group of users for only the particular site whose profile he/she is accessing at the moment.

Besides these, the administrator can also view the contacts who are assigned Editor, and Reader privileges in the site/s, from the right pane of the Security dialog box. Refer to the screenshot above.

Note: The procedure to add users to default editors/readers groups is described in detail in the User Management section.