Assign project roles

Grant a user access to a project and define what they can do.

Role required: Project Management or Project User Administration (confirm in app)

This page covers adding an existing user to a project. To create a new user account first, see Add a staff user.

Steps

  1. Sign in at https://my.studytrax.com.
  2. Open the project.
  3. Go to Projects → Users (confirm in app).
  4. Click + to add a user, or click an existing user's name to edit.
  5. Grant roles per site. Most project roles are site-specific.
  6. Save.

Role Assignments showing project roles and site-level permissions
Role Assignments showing project roles and site-level permissions

Project and site roles (Aug 2026)

RoleWhat it allows
Project ManagementFull project configuration, users, intervals, variable groups
Subject ManagementAdd subjects, enter data, modify queries
Subject Management read-onlyView subjects and data, view queries
Subject AdministrationManage subject portal accounts
Query ManagementCreate, manage, and close queries
ReportsView project reports
Dataset ManagementCreate and run data exports
Publish ReportsPublish Workbench reports
RandomizeRandomize subjects (if randomization is enabled)
View Subject's TreatmentSee treatment assignment (if randomization is enabled)

Do not assign Signing, Unsigning, or Subject Management – Secondary. Those features are removed.

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