Skip to main content

User Personas and Roles

Zynomi uses role-based access control (RBAC) to ensure users access only the data and features appropriate to their role.


Roles at a Glance

RoleDescriptionStudy Access
Platform AdministratorFull system access, user and master data managementAll Studies
Study DesignerDesigns and configures clinical trialsAssigned Only
Principal InvestigatorOversees clinical trials at their site (view-only)Assigned Only
Study CoordinatorExecutes studies, records subject progressAssigned Only
Subject (Planned)Participates in clinical trialsEnrolled Only

Role Capabilities

Platform Administrator

Full control over the platform: user management, system configuration, master data, and access to all studies and resources.

Study Designer

Configures study protocols, eCRFs, sites, and personnel for assigned studies. Cannot create new studies.

Principal Investigator

Read-only oversight of assigned trials—reviews data, subjects, and progress. Cannot modify sites or subjects.

Study Coordinator

Executes study protocols, manages subject visits, updates progress, and records data for assigned subjects.

Subject (Planned)

Views study participation, manages personal profile, and receives notifications.


Key Permissions

CapabilityAdminDesignerInvestigatorCoordinator
Create Studies
Manage Sites
Manage Personnel
Manage CRFs
Update Subjects
View All Studies
Export Data

The sidebar adapts to show only relevant sections:

SectionAdminDesignerInvestigatorCoordinator
Studies
eCRF Designer
Subjects
Management
Master Data

Study Assignment

Users are assigned to specific studies and see only their assigned data upon login.

Study Personnel

By default, Study Coordinator and Principal Investigator roles can be added as study personnel. Configure NEXT_PUBLIC_STUDY_PERSONNEL_ROLES to allow additional roles.