What this role is, and who it is for
Read-only oversight with a supply focus, and the narrowest role in the system. You work for the sponsor, so you are an external study member, invited by the Project Manager through Add sponsor staff, and never a member of the organization (Staff a study team).
Where you work
| Where | Screens |
|---|---|
| Organization | Studies, Form Library, Settings, Library form builder |
| The study (outside UAT and Live) | Overview, Study Versions, Documents, Exports |
| Build | Build (dashboard), Amendment, Saves, Forms, Visit Schedule, Form builder |
| UAT and Live | Dashboard, Forms (the design this workspace runs, read-only), Visit Schedule (read-only), Sites, Participants, Casebook, Exports, Reports: Enrollment, Reports: Site performance, Reports: Visit compliance, Site: Documents, Site: Staff |
| UAT only | Results |
| Live only | Site Team, Reports: Lock readiness |
- Only what the role may open is listed.
What you can do
- Read the study, its sites, participants, visits and forms, including the dispensing and accountability forms; the enrollment and site reports; the casebook.
- See the versions and the UAT results.
- See and download exports others produced, and read the study documents.
Every permission this role holds
8 permissions (template version 2).
| Permission | What it allows | Held at | Risk | Constraint |
|---|---|---|---|---|
document.read | View, download, and preview study documents | organization, study, site | standard | |
export.read | View export history | organization, study | standard | |
form.read | Open forms and view answers | organization, study, site | standard | |
site.read | View site details | organization, study, site | standard | |
study.read | View study details and dashboards | organization, study, site | standard | |
subject.read | View subject data | organization, study, site | standard | |
study.version.read | View the study's versions: the version list, UAT cycles, sign-offs and the changes between versions | organization, study | standard | |
visit.read | View visit schedule and data | organization, study, site | standard |
What you cannot do, and why
Everything else. You cannot write data, see queries or the adverse-event logs, read the audit trail or the e-signature register, start an export, or sign anything.
What Trialion does and does not give you
It gives you what was captured: which participants are enrolled at which sites, when their visits happened and what the dispensing forms record. It does not give you supply management: there is no drug inventory, no shipment tracking, no resupply triggers and no randomization or supply-system integration (Not built yet). If you need those, they live in your supply system; Trialion is the record of what reached the participant.
What the system records
Reading leaves the request log only; nothing you do changes a record. See Audit events.
Seen in the simulation
Not tried.
Compliance Q&A
Yes. The role holds eight read permissions and nothing that writes; it is an external role, so it is held on one study at a time and never by an organization member.
Limits: the role was not exercised in the study simulations; the statement rests on the role catalog.
Evidence: role-catalog sponsor_supply (8 read permissions, no write, no audit.read, no query access)external-role rule in the team module
Related
Staff a study team · Export data · Sponsor Manager · Who can and cannot