Honey User Roles

Modified on Wed, 30 Jul at 7:10 PM

Role	PII Access	Module Access	Description
Phone Assessment User	Yes	Candidates	This role is for nurses who contact candidates before they are referred to sites. They can enter candidates’ responses to the Secondary Assessment, add comments, evaluate responses, confirm eligibility, and change site assignments.
Referrer	No	Candidates, Insights	This role is for recruitment partners, like Patient Advocacy Groups, to follow up on candidates from their campaigns without accessing sensitive information. Users with this role can only view de-identified candidate information tracked to their referrer.
Site Investigator	Yes	Candidates	This role has the same level of access as a Site User, but identifies the person as the Site Investigator of the site for the study.
Site User	Yes	Candidates	This access is for all site users (including PIs) requiring access to Honey. Site staff can view candidates' personal data and contact details, contact them, update statuses, and enroll or disqualify candidates referred to their site.
Sponsor Admin	No	Candidates, Insights, Study Settings	An extended version of the Sponsor User role with additional access to the Study Settings area of Honey. It allows adding/editing self-assessments, automated messages, etc.
Sponsor User	No	Candidates, Insights	This role is for Sponsor representatives who track candidates' recruitment funnel progress but cannot view personal data. They can see the allocated candidate numbers and status. Appropriate for CRAs or sponsor level users who have no need to configure Honey but may need visibility into multiple sites.
Trialbee Analyst	No	Candidates, Insights	This role is for the Trialbee digital marketing team or similar teams needing data access without editing permissions.
Trialbee Study Manager	Yes	Candidates, Insights, Study Settings	This access is granted to Trialbee PMs and PCs to monitor candidates throughout the recruitment process, from the Phone Assessment stage to randomization. It includes access to personal data, recruitment status, and the closest site for candidate allocation.