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For system administrators

  • Create user roles and manage user role rights

    Please note - user roles and user rights can only be managed by system administrators. The user roles 'Guest', 'User', and 'Admin' are default Castor SMS roles and cannot be changed. It is possible to...

  • Generate roles automatically (for departments and approvals)

    Please note - user roles and user rights can only be managed by system administrators. Castor SMS can generate roles automatically for approval requests and participating departments. A default set of...

  • Manage institutes / sites

    Please note - institutes can only be managed by system administrators . Institutes/sites are managed from the 'Institutes' tab. Institutes can be linked to both users and studies. Add institutes/sites...

  • User management

    Please note - users can only be managed by system administrators. Users overview/table: The 'Users' tab shows all active users in the SMS environment. All user management actions can be completed in t...

  • Notification management: emails

    Please note - notifications can only be managed by system administrators. It is possible to configure automatic notifications for specific events. These email notifications are sent from no-reply@cast...

  • Notification management: tasks

    Please note - notifications can only be managed by system administrators. Castor SMS can generate tasks automatically, triggered by events. The predefined events are grouped into events within the stu...

  • Publish templates for use by other users

    Please note - templates can only be managed by system administrators. Templates in Castor SMS they can be made available for other users of the system using the publish function. Castor SMS variables ...

  • Manage approval stages of documents and amendments

    Please note - approval stages of documents and amendments can only be managed by system administrators. Manage approval status of documents Go to 'Studies' tab. Open a study. Go to the 'Documents' tab...

  • Submit an approval request to a study

    Please note - notifications can only be managed by system administrators. When to use approval requests An approval request can be used when a specific person or department needs to approve a study re...

  • Approve a study submission

    Please note - study submissions can only be approved by system administrators, or when having the required user rights. Approve a study submission Go to the 'Studies' tab. Open a study. Go to the 'Adm...