Per study12 permissions

eCRF Designer

Builds forms, libraries, mappings. No clinical data access.

What this role can do

Design case report forms

Boundaries (segregation of duties)

Cannot enter or correct clinical data
Cannot sign anything

Exact permissions

The real permissions this role carries, taken from the platform’s own catalogue. Holding a permission is necessary but not sufficient — access is further narrowed by study membership, site, and whether the study’s data is test or live.

Studies

study.readView study details and dashboards

Versioning

study.version.readView the study's versions: the version list, UAT cycles, sign-offs and the changes between versions
study.uat_issue.readView the issues and results of a UAT cycle (what testers found, and what became of it)

Visits

visit.readView visit schedule and data

Forms

form.readOpen forms and view answers
form.designEdit form templates in builder
form.publishPublish form versions to live
form.freezeMarks a role as data-locking authority (separation of duties: cannot also enter data)

Workflow

workflow.designBuild and edit workflows

Library

library.writeCreate / edit shared library forms

ai.generateGenerate or edit forms with AI

Documents

document.readView, download, and preview study documents

Design forms Plan visits Forms reference Rules reference Compare in the Permission Explorer →

Previous roleProject Manager Next role Clinical Research Associate