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πŸ”‘ Roles & Permissions

Control what each member of your organization can see and do.

Access is managed separately for each module β€” Literature, Safety Database Monitoring, and Regulatory Monitoring β€” so each person gets exactly the access they need, and nothing more.

πŸ‘‰ Roles are set per module

Roles are assigned per module rather than as a single account-wide role. The same person can hold a different role in each module β€” for example Admin in Safety Database Monitoring, Editor in Literature, and No Access in Regulatory Monitoring. Global roles from older versions no longer apply; access is determined entirely by each user's per-module role.

Permissions by role and module

βœ“ = can do it
β€” = cannot
n/a = role not offered in that module.

Capability Admin Editor Viewer No Access
LITERATURE & SAFETY DATABASE MONITORING        
View the module and its results βœ“ βœ“ n/a β€”
Create and edit searches βœ“ βœ“ n/a β€”
Evaluate and edit results βœ“ βœ“ n/a β€”
Export βœ“ βœ“ n/a β€”
Manage labels βœ“ β€” n/a β€”
Change the settings (extraction template, appraisal, evaluation criteria) βœ“ β€” n/a  
         
REGULATORY MONITORING        
Find documents and open PDFs βœ“ βœ“ βœ“ β€”
Impact assessments & evaluation reports βœ“ βœ“ β€” β€”
Initial screening & assign responsible persons βœ“ β€” β€” β€”
Final approval / change evaluation status βœ“ β€” β€” β€”
Manage the team & regulatory overview βœ“ β€” β€” β€”

 

In Regulatory Monitoring, the Editor role is designed for Subject Matter Experts and is sometimes referred to internally as "Evaluator" β€” the in-app role name is Editor.

 

πŸ“” Library add-on β€” Viewer role

Separate from the modules above, a read-only Library Viewer role opens your literature Library to colleagues who don't use the Literature module. It's enabled as a standalone module on request. Library Viewers can browse, search, sort and filter publications and open publication details, but cannot edit any literature data (e.g. extractions), and the link back to the literature search is disabled.

 

πŸ”Ž Viewing roles and requesting changes

You can see who holds which role in your organization under Settings β†’ Members.

To add or remove a user, or change someone's role in any module, contact Flinn support and we'll make the update for you.