Roles and permissions
Navigator uses role-based access. Your administrator assigns a role when your account is created.
Role overview
Site-side
| Capability | User | Medical Monitor | Site Admin |
|---|---|---|---|
| Chat / ask questions | ✅ | ✅ | ✅ |
| View past conversations | ✅ | ✅ | ✅ |
| Create / delete own artifacts | ✅ | ✅ | ✅ |
| Share artifacts (private / people / site) | ✅ | ✅ | ✅ |
| Edit / delete any site artifact | ❌ | ❌ | ✅ |
| View protocols & files | ✅ | ✅ | ✅ |
| Upload documents | ✅ | ✅ | ✅ |
| Delete protocol documents | ❌ | ❌ | ✅ |
| Restrict collection or document access | ❌ | ❌ | ✅ |
| Rename study collections | ❌ | ❌ | ✅ |
| Site Insights | ❌ | ❌ | ✅ |
| MM inbox / send to PI | ❌ | ✅ | ❌ |
| Use PI contacts (Send to PI) | ✅ | ✅ | ✅ |
| Add / edit / remove PI contacts (own site) | ❌ | ❌ | ✅ |
| Invite site users, view site capacity | ❌ | ❌ | ✅ |
Sponsor-side
| Capability | Sponsor Admin |
|---|---|
| Sponsor protocols & analytics | ✅ |
| Chat, upload, or use the main Navigator workspace | ❌ |
Role descriptions
User
Standard site staff. Can chat, upload documents, save artifacts, and send answers to PI contacts (adding contacts requires a site admin).
Medical Monitor
Can chat and use the My PI Inbox to communicate with PIs.
Sponsor Admin
Views sponsor-level protocol lists and analytics. Cannot use chat or upload documents in the main Navigator interface.
Site Admin
Full control over their site's collections, artifacts, analytics, and PI contacts. Can delete protocol documents, rename study collections, and set collection or document access from Collections → Manage on a study collection. Sees all collections at the site regardless of access restrictions.
Two-factor authentication
Site Admin, Sponsor Admin, and Medical Monitor accounts require MFA at sign-in. See Two-factor authentication (MFA).
Requesting access changes
Contact your organization's Navigator administrator or email research@rightview.ai.