In this article you will learn about:
- Types of Circle roles
- Main Investigator vs Team Member
- Benefits of Independent Accounts (rather than shared)
Types of Circle Roles
All the data collection and analysis on our platform is built around Circles. Creating a Circle supposes having different roles within it:
- Funder
- Circle Founder and/or Administrator
- Circle Member
- Team Member
- Service Provider
Each role has its settings and permissions. Check out our article What Circle Role to Select to learn more.
Investigator vs Team Member
To assist in patient registration and data collection, Investigators can invite team members to their accounts. These team members are healthcare professionals who assist you with certain functions in your daily practice.
The investigator is the owner of the account and any data collected by patients associated with their account.
Team members share branding and patients with their associated investigator. They may enroll new patients for their investigator, but do not own any data. Team members may only ‘belong’ to one investigator at a time, and automatically join the Circles which their investigator have joined.
In short, it’s like sharing your account without sharing your credentials to it.
Benefits of Independent Accounts
Clinical staff derive multiple benefits from having independent team member accounts, rather than sharing account credentials and access to an investigator account:
Re-Sharing Shared Credentials
Having multiple accounts helps you avoid situations when shared credentials are accidentally re-shared with an individual unrelated to your organization.
Activity Tracking and Transparency
Sharing one account will not give the transparency on Who actually performed relevant actions with patients and cases.
In the case of separate accounts, you can easily track which individual performed any account-related action.
Employee Turnover
With separate accounts, you don’t need to change credentials every time a user with shared-account access leaves.
The onboarding and offboarding experience of team members can be as simple as inviting a newcomer to the team and retrieving their access in 1 click, which adds an additional level of security to your PII data access.
Two-Factor Authentication
Two-Factor Authentication is tied to a single device, which may be cumbersome when sharing an account. By creating team member accounts, each account may be tied to a separate Two-Factor Authentication.