Project Roles
Project roles control what a user can do within a specific project. A user can hold different project roles in different projects, allowing you to give someone broad access in one project and restricted access in another.
You must have the addRole organization permission to create or edit project roles.
Creating a project role
Open organization settings
Navigate to your organization settings and select the Roles tab.
Switch to Project Roles
In the Roles tab, select the Project Roles section (as distinct from Organization Roles).
Click New Role
Click New Role to open the role creation panel.
Name the role
Enter a descriptive name such as "Screener", "Reconciler", or "Data Extractor".
Select permissions
Toggle the permissions this role should include. See the full permissions list below.
Save the role
Click Save. The role is now available to assign when adding members to any project.
Available project permissions
| Permission | What it allows |
|---|---|
screening | Perform title/abstract screening decisions |
reconciliation | Resolve screening disagreements in reconciliation |
fullTextScreening | Perform full-text screening decisions |
dataExtraction | Fill in data extraction forms for included studies |
gridCreation | Build and edit data extraction form templates |
duplicateQueue | Review and manage the duplicate detection queue |
upload | Upload reference files (RIS, NBIB) to the project |
managePICOS | Create and edit PICO criteria for the project |
linking | Link trials and related records to studies |
projectReport | View and export project-level reports |
prisma | View and export the PRISMA flow diagram |
A typical "Screener" role needs only the screening and fullTextScreening permissions. A "Lead Reviewer" role might additionally include reconciliation, managePICOS, and projectReport.
Adding a user to a project with a role
To assign a project role to a user:
- Open the project and go to Project Settings → Members.
- Click Add Member.
- Select the user from the dropdown (they must already be a member of your organization).
- Choose the project role to assign.
- Click Add.
Changing a user's project role
Go to Project Settings → Members, find the member, click the role dropdown next to their name, and select the new role. The change takes effect immediately.
Removing a user from a project
Click Remove next to the member's name in the project members list. This removes their access to the project but does not remove them from the organization.
Removing a user from a project does not delete their screening decisions or extracted data. Their contributions remain in the project record.