Explore by who you are
Trialion has 15 standard roles across three scopes, built so that no single role can both create a problem and sign it off. Pick one to see what it does day to day, the exact permissions it holds, and the boundaries it cannot cross — or follow a reading path below.
Everything on this page is generated from the platform’s own role catalogue, so it cannot drift from what the system enforces.
Operate the platform
Runs study execution — staffs the team, creates sites, tracks quality; can raise queries.
Builds forms, libraries, mappings. No clinical data access.
Monitors site data quality (SDV), views data, raises queries (cannot edit or answer).
Cleans data, owns queries (raise/close/reopen), runs exports.
Reviews safety/AE and manages medical queries.
Read-only portfolio / enrollment oversight.
Read-only supply-focused oversight.
Read access plus the full audit trail. Read-only.
Oversees site regulatory compliance, monitors protocol adherence, and raises queries on site performance.
Supports data cleaning and query resolution; entry-level data management.
Manages regulatory document submissions and compliance tracking.
Site investigator-of-record — enters/verifies data, answers queries, applies the investigator e-signature.
Site coordinator — enters data, answers queries; no investigator signature.
Drug dispensing / accountability; answers dispensing queries.
Evaluate the platform
Site staff — coordinator, nurse, investigator
Get productive at the site: signing in, enrolling, capturing data, and answering queries.
Sponsor or CRO oversight
Understand the whole workflow, the controls behind it, and where the gaps are.
QA / validation engineer
Validate the system — CSV position, data integrity, and the evidence available.
Auditor or inspector
Assess the regulatory posture and the evidence behind each claim.
IT and technical evaluation
Architecture, tenancy, deployment, and the operational gaps to plan for.