UW Research

Managing Study Access

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Many different user roles that provide different levels of access are available for each study. See the table below for a summary.

User Role Access How to Change
Principal Investigator (PI) The PI:

  • Has full access to view and edit the study
  • Is the only one who can designate a PI proxy or remove a PI proxy from the list
  • Receives all notifications
  • Must be changed via a modification
  • Only one is allowed per study
See Change Study PI
PI Proxy The PI proxy:

  • Has full access to view and edit the study
  • Can submit on behalf of the PI
  • Must be listed as a member of the study team on the Local Study Team Members page of the Zipline application
  • Receives all notifications
  • Cannot designate additional proxies
  • May be updated at any time
  • Multiple may be added per study
See Assign PI Proxy
Study Team Member Study team members:

  • Have viewing and editing privileges
  • Cannot submit on behalf of the PI
  • Must be added on the Local Study Team Members page of the Zipline application
  • Must be changed via a modification
  • Multiple may be added per study
See Update Study Team
Primary Contact The primary contact:

  • Has viewing and editing privileges
  • May not submit on behalf of the PI
  • Receives all notifications
  • May or may not be listed as a member of the study team
  • Can be changed at any time
  • Only one is allowed per study
See Assign Primary Contact
Study Guest Study guests:

  • Have viewing privileges only
  • Can be changed at any time
  • Multiple may be added per study
See Manage Guest List
Department Access Departments are not automatically notified when new human subjects applications are submitted and they do not automatically get access to the department’s portfolio of studies. However, departments can make use of a Zipline feature called “Ancillary Review” to gain access to IRB applications from department members. Some minimal involvement of PIs is necessary. See Department Access for more information on setting up this process