Skip to content
English
Contact Us for Support
  • There are no suggestions because the search field is empty.

Default User Role Permissions

Vestigo comes standard with 6 roles.

  1. System Administrator
  2. Security System Administrator (Some older sites may not have this role, but can be added to match current standards)
  3. IDS Pharmacist
  4. IDS Technician
  5. Staff Pharmacist
  6. Staff Technician

Below is the standard permission set that is defined for each role. 

Category Form Description Billing IDS Pharmacist IDS Technician Staff Pharmacist Staff Technician System Admin Security System Admin
Administrative Admin Main Access the application administrative menu   X X     X X
Administrative ApplicationRolesPermissions Allows the user to add or edit application security roles and permissions for those roles             X
Administrative ApplicationUsers Ability to add and edit user accounts             X
Administrative CompetencyDefaults Application Administration>Edit Client and Facility Settings>Competency Default Role Settings. Ability to manage Competency Defaults           X  
Administrative CompetencyManagement Navigate to Competency Management under Protocol Management. Ability to manage competencies, view completions and download reports   X       X  
Administrative ContactRoles Application Administration>Edit Client and Facility Settings>ContactRoles. Ability to add and edit contact roles           X  
Administrative DestructionMethods Application Administration>Edit Client and Facility Settings>Manage Destruction Methods. Ability to manage Destruction Methods           X  
Administrative DispensingUnits Application Administration>Edit Client and Facility Settings>DispensingUnits. Ability to add and edit dispensing units           X  
Administrative Downtime Application Administration>Downtime Tracking. Ability to search and view downtime with description   X X     X  
Administrative EditClientandFacilitySettings Along with AppAdmin, this permission should enable/disable the "Edit Client and Facility Settings" page           X  
Administrative EditPatientMaster Allows the user to edit a patient's/subject's information (e.g. Medical Record Number, Date of Birth, Address) for existing patient/subject records   X       X  
Administrative FacilityCalendar Ability to view and manage the calendar for the facility   X X X X X  
Administrative FacilityEdit Along with AppAdmin and EditClientandFacilitySettings access, this permission should enable/disable to view/edit facilities located under "Edit Client and Facility Settings" page.           X  
Administrative FileVisibilityDefault Grants the ability to set the default file visibility settings of documents on the protocol and facility level           X  
Administrative HIPAAAuditTrail Application Administration>HIPAA Audit Log Viewer. Ability to view the HIPAA audit trail for patients. AdminMain access is required.   X X     X  
Administrative InterfaceMapping Application Administration>Interface Mapping. Ability to manage CTMS interface mapping           X  
Administrative InventoryAdjustmentReasons Application Administration>Edit Client and Facility Settings>Inventory Adjustment Reasons. Ability to view/edit/add inventory adjustment reasons.           X  
Administrative InventoryLocations Application Administration>Edit Client and Facility Settings>View/Edit Facilities>Inventory Locations. Ability to view/edit/add new inventory locations. AdminMain and FacilityEdit permissions are required.           X  
Administrative ManageBarcodeOverrideReasons Ability to create, edit, and delete Barcode Override Reasons           X  
Administrative ManageChecklistSteps Ability to manage Checklist Steps that are available when building a Checklist           X  
Administrative ManageChecklistTemplates Ability to manage Checklist Templates   X       X  
Administrative ManageCoCWorkflow Application Administration>Chain of Custody Workflows. Ability to manage workflows           X  
Administrative ManageFacilityGroups Application Administration>Edit Client and Facility Settings>Manage Facility Groups. Ability to create and manage Facility Groups. AdminMain access is required.              
Administrative ManageLocalAssessmentCategories Application Administration>Edit Client and Facility Settings>Hazardous Drug Assessment Categories. Ability to create, edit, and delete Local drug hazardous assessment categories. AdminMain and FacilityEdit permissions are required           X  
Administrative ManageReturnVerificationOverrideReasons Ability to create, edit, and delete Return Verification Override Reasons           X  
Administrative ManageShipmentReceiptVerificationOverrideReasons Ability to create, edit, and delete Shipment Receipt Verification Override Reasons           X  
Administrative MergePatients Application Administration>Merge Patients/Subjects. Ability to merge duplicate patient records   X       X  
Administrative MonitorVisits Protocol Management>Monitor Visits. Ability to manage monitor visits   X X     X  
Administrative PatientUnenrollment Reasons Application Administration>Edit Client and Facility Settings>Patient Unenrollment Reasons. Ability to manage Patient Unenrollment Reasons           X  
Administrative Printers Application Administration>Edit Client and Facility Settings>Label Printers. View list of printers           X  
Administrative ProtocolBinderLocations Application Administration>Edit Client and Facility Settings>View/Edit Facilities>Protocol Binder Locations. Ability to view/edit/add new protocol binder locations           X  
Administrative ProtocolGroups Application Administration>Edit Client and Facility Settings>Protocol Groups. Ability to manage protocol groups           X  
Administrative ProtocolSponsorTypes Application Administration>Edit Client and Facility Settings>Protocol Sponsor Types. Ability to manage protocol sponsor types.           X  
Administrative SecuritySettingReports Application Administration>Security Settings and Reports. Ability to manage the overall security settings for the application and view the security reports   X       X X
Administrative SiteManager Application Administration>Site Master.  Ability to manage sites for drug suppliers and sendout sites.   X X     X  
Administrative VestigoAPIManagement Application Administration>VestigoAPI. Create and manage Reporting API accounts             X
Administrative WorkloadCategories Application Administration>Edit Client and Facility Settings>Workload Categories. Ability to manage the workload categories           X  
Billing AccountCharges Billing Management>Accounts. Create or Edit Charges associated with a billing account X            
Billing BillingAccounts Billing Management>Accounts. Manage Billing Accounts X X          
Billing BillingAccountTypes Allows user to add, edit and delete billing account types X            
Billing BillingAdhoc Protocol>Billing>Generate an Ad-Hoc Charge. Ability to create an ad-hoc charge for a protocol X X X        
Billing BillingFees Billing Management>Manage Fees. Ability to set and modify default billing fees X            
Billing BillingFeeTemplate Billing Management>Manage Billing Fee Templates. Ability to manage Billing Fee Templates X            
Billing BillingMain Main menu for billing setup and invoice management X            
Billing BulkChargesUpload Ability to upload a spreadsheet of charges X            
Billing BulkPayments Ability to in bulk make payments to invoices X            
Billing EditProtocolCharges Ability to edit existing protocol charges X X X        
Billing EmailInvoices Billing Management>Billing Main>Choose a cycle>Manage invoices/record payments. Ability to email invoices and SOAs to billing account owners X            
Billing InvoicesSOAs Ability to view the invoices and SOAs from a billing cycle X            
Billing ManualBillingCycle Ability to generate a manual billing cycle or add activity to an existing cycle X            
Dispense DispenseSearch Search Subject and Rx's>Search Prescriptions. Search dispenses.   X X X X    
Dispense PatientVisitSearch Search Subject and Rx's>Search Patient Visits. Ability to search for patient visits   X X X X    
Dispense PrescriptionInfo Search Subject and Rx's>Search by Subject>MRN>Prescription. Ability to view prescription info of a subject   X X X X    
Dispense SubjectSearch Ability to search for subjects enrolled in a protocol   X X X X    
Dispensing BarcodeValidation Ability to scan barcodes to validate items being dispensed.   X          
Dispensing CopyRX Ability to copy a prescription into a new prescription   X X X X    
Dispensing Dispense Ability to generate a new prescription for a patient   X X X X    
Dispensing EditRx Ability to edit an existing prescription under Patients/Subjects of a protocol   X X X X    
Dispensing OverridePatientReturnVerification Ability to Override Required Patient Return Verifications   X          
Dispensing PatientReturns Ability to view/add patient drug return   X X X X    
Dispensing PatientSendOut Ability to record a patient send out from patient's profile   X X        
Dispensing Profile View the patient's profile   X X X X    
Dispensing Refill Ability to refill an existing prescription   X X X X    
Dispensing Verify Ability to verify an existing prescription   X   X      
Dispensing VerifyPatientReturns Ability to Verify Patient Returns   X          
Dispensing VoidPrescriptions Ability to void entered prescriptions   X   X      
Inventory CycleCount Ability to record cycle counts of inventory   X X        
Inventory CycleCountAlerts Ability to view and resolve cycle count alerts under the Inventory Alert   X X        
Inventory DrugReorderPoint Ability to navigate to the Inventory Alert for Drugs to be Reordered   X X        
Inventory Inventory Ability to only view Inventory in a protocol   X X X X    
Inventory InventoryAdjustment Ability to do an inventory adjustment   X X X X    
Inventory InventoryEdit Ability to edit inventory in a protocol. ProtocolSnapshot and ViewInventory permissions are required   X X X X    
Inventory InventoryQualityCheck Ability to view the inventory quality check under the Inventory Status alert   X X X X    
Inventory InventoryReceive Ability to receive inventory. If users are only permitted to receive internal send outs, InventoryReceiveInternalSendOutOnly must also be checked.   X X X X    
Inventory InventoryReceiveInternalSendOutOnly Ability to receive inventory only from internal send outs. The InventoryReceive permission must also be selected.              
Inventory InventoryReceivePendingAlert Ability to view and receive inventory from the pending shipments alert under Pending Shipments   X X X X    
Inventory InventoryReturns Ability to view and return inventory under Drug Returns queue in the Returns alerts   X X X X    
Inventory InventoryTransfer Ability to transfer inventory from one inventory location to another   X X X X    
Inventory OverrideItemsInQuarantineVerification Ability to Override Required Items In Quarantine Verifications   X          
Inventory OverrideShipmentReceiptVerification Ability to Override Shipment Receipt Verifications   X          
Inventory ReturnHistory Return History in a protocol under Inventory>Manage Drug Returns   X X X X    
Inventory SendOuts Ability to manage sendouts under Inventory Management>Inventory Send Out   X X        
Inventory VerifyItemsInQuarantine Ability to Verify Items In Quarantine   X          
Inventory VerifyShipmentReceipts Ability to Verify Shipment Receipts   X          
Patient EditPatientDocuments Ability to add/edit documents associated with a patient   X X        
Patient EditPatientEnrollment Allows the user to edit the patient study number and the date of enrollment for a given patient/subject enrolled in a protocol   X X        
Patient EnrollPatients Ability to enroll patients into a protocol   X X        
Patient PatientHtWtAllergies Ability to insert or update a patient's height, weight or allergies in a patient's profile   X X        
Patient PatientManagement Patient manager for application   X X        
Process EMR Order EMRProcessOrder   X X X X X    
Protocol AdHocWorkload Create, Edit or Remove ad hoc workloads for a protocol   X X        
Protocol AuditTrail Ability to access the protocol audit trail   X X X X    
Protocol ContactAddEdit Add/Edit a contact. ContactsSearch is required to look up a contact   X X X X X X
Protocol ContactsSearch Search for contacts   X X X X X X
Protocol CycleCountReport View/Download Cycle Count Report in a protocol   X X X X    
Protocol DARFPopup Access the DARF Popup under the inventory tab of a protocol   X X X X    
Protocol DrugManagement Drug management for a protocol   X X X X X  
Protocol DrugReturns Ability to view and process the drug returns in a protocol   X X X X    
Protocol EditCompetencyAccess Ability to edit Competency Access tab. Protocol Management permissions are required   X          
Protocol EditProtocolArms Ability to edit Protocol Arms tab. Protocol Management permissions are required   X          
Protocol EditProtocolBilling Ability to edit Protocol Billing tab. Protocol Management permissions are required X X          
Protocol EditProtocolBudget Ability to edit protocol budgeting tab X X          
Protocol EditProtocolChecklist Ability to manage ProtocolChecklists   X          
Protocol EditProtocolContacts Ability to edit Protocol Contacts tab. Protocol Management permissions are required   X X        
Protocol EditProtocolDocuments Ability to edit Protocol Documents tab. Protocol Management permissions are required   X X        
Protocol EditProtocolDrugsOrders Drug management for a protocol   X          
Protocol EditProtocolLocal Ability to edit Protocol Local tab. Protocol Management permissions are required   X X        
Protocol EditProtocolMonitorVisits Ability to edit Monitor Visits tab. Protocol Management permissions are required   X X        
Protocol EditTemperatureDocuments Ability to edit Temperature Documents tab. Protocol Management permissions are required   X X        
Protocol EditTransactionDocuments Ability to edit Transaction Documents tab. Protocol Management permissions are required   X X        
Protocol EditWorkload Ability to edit workload tab. Protocol Management permissions are required   X X        
Protocol ParAndReorderPointsCalculator Ability to access the Par and Reorder Points Calculator   X X        
Protocol ProtocolCharges Ability to only view protocol charges in protocol billing. ProtocolSnapshot and ViewBilling permissions are required X X X     X  
Protocol ProtocolCloseOut Ability to close out a protocol via the close out process   X X     X  
Protocol ProtocolCreate Protocol Creation   X          
Protocol ProtocolDocuments Ability to view and manage protocol documents in a protocol   X X X X X  
Protocol ProtocolManagement Protocol Management   X X     X  
Protocol ProtocolSnapshot Ability to view the Summary page of a Protocol (Protocol Snapshot). Required for all other protocol view permissions. X X X X X X  
Protocol TransactionEdit Ability to view/edit transactions under View/Edit inventory of a protocol. ProtocolSnapshot and ViewInventory permissions are required   X X X X    
Protocol ViewAccessCodes View access codes in a protocol. Protocol Snapshot permissions are required   X X X X    
Protocol ViewBilling View billing in a protocol. Protocol Snapshot permissions are required X X X X X X  
Protocol ViewCompetencyAccess View competency access in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewContacts View contacts in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewInventory View inventory in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewMonitorVisits View monitor visits in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewPatientSubjects View patient/subjects in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewProtocolBudget Ability to view protocol budgeting tab X X X X X X  
Protocol ViewProtocolChecklist Ability to view ProtocolChecklists   X X X X X  
Protocol ViewProtocolDocuments View protocol documents in a protocol   X X X X X  
Protocol ViewProtocolReport Ability to view protocol budgeting report   X X X X X  
Protocol ViewReports View reports in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewTemperatureDocuments View temperature documents in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewTransaction Documents View transaction documents in a protocol. Protocol Snapshot permissions are required   X X X X X  
Protocol ViewWorkload View workload in a protocol. Protocol Snapshot permissions are required   X X X X X  
Report Access InventoryReportsAccess Ability to run Inventory Reports   X X     X  
Report Access MonitorVisitReportsAccess Ability to run Monitor Visit Reports   X X     X  
Report Access PrescriptionReportsAccess Ability to run Prescription Reports   X X     X  
Report Access ProtocolReportsAccess Ability to run Protocol Reports   X X     X  
Report Access WorkloadReportsAccess Ability to run Workload Reports   X X     X  
User Forum UserForum Ability to read and post in Vestigo User Forum , or does it need an existing category   X X     X  
Utilities Documentation Ability to view the documentation for the application X X X X X X X
Utilities DocumentViewer Document Viewer X X X X X   X
Utilities DrugSearch Search for drugs under Inventory Management   X X X X X  
Utilities FacilityDocumentsManage Ability to manage facility documents under Protocol Management. Requires FacilityDocumentsView to be able to manage.   X X     X  
Utilities FacilityDocumentsView Ability to view facility documents   X X X X X  
Utilities FaciltySelect Select Facilty X X X X X X X
Utilities FileProxy Ability to view help files from a link X X X X X X X
Utilities MainMenu Main Menu X X X X X X X
Utilities MonitorSiteRequests Ability to view and resolve monitor site requests in the Monitor Visits queue   X X        
Utilities MonitorVisitActionItems Allow user to respond to monitor action items   X X        
Utilities MyAccount My Account X X X X X X X
Utilities PDFDocumentViewer PDF Document Viewer X X X X X X X
Utilities TemperatureExcursion Helps to manage temperature excursions under Inventory Management   X X        
Utilities TemperatureLogs Ability to manage Temperature Logs under Inventory Management   X X     X  
Utilities TemplateManager Ability to manage templates under Protocol Management   X X     X  
Utilities Util Access the Utilities screen X X X X X X X
Utilities WorkloadTemplates Manage Workload Templates   X       X  
Utilities  InventorySendoutSearch Allows for a user to search for an inventory sendout on the facility level   X X     X  
Utilities  MonitorVisitSearch Allows for a user to search for monitor visits on the facility level   X X      x  
Utilities  ShipmentReceiveSearch Allows for a user to search for shipment receives on the facility level   X X X X X