Collaboration and roles

This address used to describe collaboration with an older set of role names. The screen now is Study team. You give each person one or more study seats there. The list the server enforces is What each role can do on that page. This page names the seats and the limits that are easy to miss. It does not copy the capability table.

The reference is Roles and access. Adding someone is Study team.

The seats

The boxes you can tick are:

Seat	What it is for
Principal investigator	Leads the study and the team.
Steering committee (full access)	Approves and advises.
Steering confirmer	Decides steering reviews and the structural gate, and nothing else.
Coder	Codes comments independently.
Adjudicator	Settles coding disagreements.
Biostatistics	Confirms what the rules decided.
Coordinator	Runs recruitment and rounds.

A person may hold several seats. Access is the union: they can do everything any one of their seats can do. The server checks the same table on every request.

There is no separate facilitator seat, panel-manager seat, or analyst seat. The statistics seat is Biostatistics.

Who may change the team

The principal investigator manages the team. Add a team member asks for a workspace member and a role, then Add to the team. On a saved study the line is "They are emailed that they were added." On a sample study nothing is sent.

Someone who can open the page and cannot change it sees "Only a principal investigator can change the team." Steering committee (full access) can read Study team. Coordinator, Coder, Adjudicator, Biostatistics, and Steering confirmer do not open it on that seat alone. Let every workspace member read this study opens Study team at read for them. They still cannot change the team.

The study cannot be left without a principal investigator. A closed study refuses team changes.

Workspace settings lists Admin, Member, and Viewer. Those are workspace roles. A person's role inside one study is set on that study's Team page. An organization administrator who holds no study seat does not launch, code, or complete the study, and does not receive study access. That role can approve an identity reveal. It can also see every study in the workspace and, under Studies needing a PI, appoint a replacement principal investigator. Appointing gives the new principal investigator the role and gives the administrator no access to the study. The same role can edit, archive, or delete a directory record.

Let every workspace member read this study is off by default. When it is on, anyone in the workspace can look and cannot change the study. The switch opens Study team, Reports, and Reporting at read, including for a person with no study seat. On Reports, that read can include the response-level files. It does not grant a name, an email address, or the identifiable panelist download. Panelist names stay on their own permission.

Limits that the old role list hid

• A coordinator does not launch the study and does not complete the study. On that seat alone, a coordinator does not open Reports or Reporting. Let every workspace member read this study opens both at read. After the principal investigator has approved a round, a coordinator may use Open this round and Close collection. Opening still requires that approval.
• Completion is the principal investigator only.
• Who confirms what the rules decided is The principal investigator or Biostatistics, or Biostatistics only. The second choice cannot be undone after launch. On a study that keeps the duties apart, a new pairing is refused: the principal investigator cannot also be given Steering committee (full access), Biostatistics, or Steering confirmer. A pair that is already stored is left in place, and that principal investigator cannot act as the steering committee.
• Coding slots are Coder 1 (human), Coder 2 (human), and Settles disagreements. They are assigned on Study team. See Qualitative analysis.

Next step

Open Study team and read What each role can do before you add a seat. The guide is Roles and access.