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Did you know that you can Copy roles from one study to another (Version 2.18 and above)?

Written by Gemma
Updated over 5 months ago
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Did you know that you can Copy roles from one study to another?
(Version 2.18 and above)

1. After a Compliance Event has started, navigate to the Study Workspace. Click Roles >> Copy Roles:

2. Search for the Study you wish to Copy and click the Magnifying Glass to search or click Enter on your keyboard:

3. Select the Radio button to Only update the current role assignment or Include all roles and assignments from the selected study. Click the Study ID to continue:

4. A notification Roles Copied successfully will appear in the top-right corner of the screen and the usernames for the applicable roles will populate into the Roles screen:

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