Complete navigation redesign

We've redesigned the navigation to make it easier to work with protocols and manage recruitment. The new sidebar provides a more streamlined experience for switching between protocols and accessing key features.

Hover your cursor to the left side of the screen to see the new side bar, manage protocols, and switch between active protocols!

Other fixes

• Added a dialogue to better explain export-to-CSV

• Resolved issue with deleting protocols

• Removed Viewer access to managing protocols

• Better explanation of user roles in your profile

Complete user roles, updated

Admin

• Full management of sites and protocols

• User access control and role management

• Can edit core protocol details

• Has full read/write permissions for sites and protocols

• Must be added/removed by Trially staff at your request

Site Admin

• Can add Viewers to sites and protocols

• Manages protocols for their assigned sites

• Sets filters for their assigned sites

• Has read/write for sites but read-only for protocols

Viewer

• Can view their assigned protocols

• Can access patient matching functionality

• Read-only permissions for both sites and protocols

• Most restricted role with no write capabilities

• No export