How to determine a user’s role and access

When you need to verify a user’s access permissions (including account status, study, and site access), follow the steps below to confirm their role and privileges within the Honey Platform. 

TABLE OF CONTENTS

• Step 1: Search for the User in Settings
• Step 2: Review the User’s Role
• Step 3: Check Site Assignments
• Step 4: Verify Email Invitation and Activation
• Step 5: Document & Communicate
• Related articles

Step 1: Search for the user in settings

1. Go to Settings → Users.

2. In the search bar, enter the user’s name or email address.

3. Confirm that the account exists and check the Status column:

   • Active – User can log in.

   • Pending Invitation – User has been invited but has not yet activated their account.

   • Expired – The user’s invitation has expired and must be resent.

   • Blocked – User has been deactivated and cannot log in.

Step 2: Review the user’s role

Each user is assigned a single role that determines what they can view and do in the platform.

Roles without PII access (no patient data):

• Sponsor Admin – Similar to the Trialbee Study Manager, but without access to PII.

• Sponsor User – Access to Insights and Candidate overviews.

• Referrer – View-only access to candidates referred by their organization.

• Trialbee Analyst – Access to Insights and reports.

Roles with PII access (can view patient data):

• Phone Assessment User – Performs secondary (phone) assessments.

• Site User – Performs site-level assessments.

• Site Investigator – Oversees and is responsible for the study at their site.

• Trialbee Study Manager – Configures studies and monitors performance.

Step 3: Check site assignments

1. In the user list, locate the Site permissions field.

   • If the user has access to multiple sites, click the “+ more” link to view them all.

2. Confirm that the user is linked to the correct site(s).

3. To edit, click the three dots (⋯) on the right → Edit user → update the assigned sites.

4. Click Save to apply changes.

Tip: A user may belong to multiple sites if they work across several locations.

Step 4: Verify email invitation and activation

If the user hasn’t activated their account (Pending Invitation or Expired):

1. Click the three dots (⋯) next to the user.

2. Select Send invitation again.

3. Ask the user to check their inbox (and spam/junk folders) for the activation email.

Step 5: Document & communicate

After confirming or updating access:

• Note the change in your internal tracker or support ticket.

• Reply to the requester confirming the user’s current access level, role, and next steps.

If you need to create a new invitation, see our article:
[How to Invite a New User in Honey]

Related articles

Honey User Roles