Permission | Description | Manager | Senior
Researcher | Researcher | Librarian | Visitor |
Can have tasks | Allows users to receive assigned project tasks. | Enabled | Enabled | Enabled | Disabled | Disabled |
Can upload PDF | Allows users to upload PDF documents to the project. Upload can be done through the References page or My Task page. | Enabled | Enabled | Enabled | Enabled | Disabled |
Can setup screening instructions | Allows users to define the initial instructions used for reference screening. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can update screening instructions | Allows users to modify existing reference-screening instructions. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can setup data extraction form | Allows users to create and configure the project's data extraction form. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can establish test study | Allows users to configure the pilot phase. Feature currently not available. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can establish QA | Allows users to configure the project's quality-assurance process at the Data extraction stage. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can manage conflict resolution settings | Allows users to configure how screening conflicts are handled. Can select from automatic or manual options. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can access stage statistics | Allows users to view aggregate team progress and individual progress of other team members. | Enabled | Enabled | Enabled | Enabled | Enabled |
Can access the list of all references | Allows users to view the complete list of references in the project. | Enabled | Enabled | Disabled | Enabled | Disabled |
Can edit bibliographical data | Allows users to edit citation and bibliographic metadata for project references. Access to the Reference page is required. | Enabled | Enabled | Disabled | Enabled | Disabled |
Can mark duplicates and remove references | Allows users to manually mark duplicate records and remove references from the project, and reverse these actions. | Enabled | Enabled | Disabled | Enabled | Disabled |
Can overwrite screening decision | Allows users to replace recorded screening decisions and their associated tags. Access to the Reference page is required. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can assign/overwrite screening tags | Allows users to assign new screening tags or replace existing screening tags. | Enabled | Enabled | Disabled | Disabled | Disabled |
Has access to data cleaning module | Allows users to open and use the data-cleaning module.This includes overwriting extraction results completed by other team members. | Enabled | Enabled | Disabled | Disabled | Disabled |
Has access to reference details log | Allows users to view the reference-level activity log. Access to the Reference page is required. | Enabled | Disabled | Disabled | Disabled | Disabled |
Can export project results | Allows users to export results produced within the project: Extracted data and screening decisions with assigned tags and comments. | Enabled | Enabled | Disabled | Enabled | Enabled |
Can view partial (unsent) decisions | Allows users to view screening decisions that have not yet been submitted by other team members. Access to the stage dashboard is required. | Enabled | Disabled | Disabled | Disabled | Disabled |
Can manage unassigned PDFs | Allows users to review and manage PDFs that were not automatically linked to the reference. PDFs can be linked manually or removed. | Enabled | Enabled | Disabled | Enabled | Disabled |
Can access project dashboard | Allows users to view the project-level dashboard. | Enabled | Enabled | Enabled | Enabled | Enabled |
Can access stage dashboard | Allows users to view the stage-level dashboard. Access to the dashboard is required for permissions related to stage setup and preview of the progress and metrics.. | Enabled | Enabled | Disabled | Disabled | Enabled |
Can view final (sent) decisions | Allows users to view submitted, final screening decisions with the name of the decision holder. | Enabled | Enabled | Enabled | Enabled | Enabled |
Can edit project details | Allows users to edit the project's descriptive details and due date. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can resolve conflicts | Allows users to resolve conflicts between researchers' screening decisions. | Enabled | Enabled | Enabled | Disabled | Disabled |
Can see model scores on project references list | Allows users to view model-generated scores in the project's reference list. | Disabled | Disabled | Disabled | Disabled | Disabled |
Can see model scores during reference screening | Allows users to view model-generated scores on My tasks lists (Title and abstract stage). | Disabled | Disabled | Disabled | Disabled | Disabled |
Can manage reference uploads | Allows users to upload, remove, rename reference batches or trigger automatic reference deduplication. | Enabled | Enabled | Disabled | Enabled | Disabled |
Can manage project team | Allows users to add, remove or change project roles of other team members. | Enabled | Disabled | Disabled | Disabled | Disabled |
Can manage tasks distribution | Allows users to configure project distribution. Set distribution type and select users who will receive work. | Enabled | Enabled | Disabled | Disabled | Disabled |
Can manage PDF retrieval | Allows users to claim records for manual PDF retrieval, unassign themselves or other team members. | Enabled | Disabled | Disabled | Enabled | Disabled |
Can view metrics | Allows users to view project metrics like team average screening and extraction time, AI acceptance rate of extraction suggestions , and predictions of included relevant references. | Enabled | Disabled | Disabled | Disabled | Disabled |
