Create Roles for standard sets of User Rights

Many REDCap projects will have several study team members added to the project that have very similar roles and therefore will require the same set of User Rights. For example, you may have several people on your project who only complete data entry and do not require Highest Level Privileges. On the other hand, you may have 2 or 3 study team members managing the project who require nearly all User Rights. To facilitate adding users to projects or updating user rights, REDCap allows for the easy creating of user roles.

To create a role:

1. Click User Rights in the left hand menu of a project

2. Enter a new role name in the box prompting you to do this

3. Click + Create Role

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4. Choose the User Rights needed for the role

   1. In this example, we are creating “Data Entry” role so there will be no Highest Level Privileges.

5. The primary tasks my data entry users will need to do are “Create Records” and “View & Edit” data on the Basic Information form.

6. Click Create Role

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7. The next time you need to add a user to a role, type their name in the “Assign new user to role” text box rather than the “Add new user” text box.

8. Click “Assign to role” after you find the username of the person you are trying to add, then click the – select role – dropdown and choose the correct role.