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Created by
Sherrella Rollins, last updated on Feb 23, 2026
3 minute read
This document addresses frequently asked questions regarding lab planning roles, responsibilities, and permissions to help you understand common challenges and their resolutions.
Roles, Responsibilities, and Permissions
Q. 1. Explain the difference between the Account Administratorand Business POC roles.
A. An Account Administrator can approve accounts for the lab. This individual should be in a position at the lab that has insight into which lab users would need system access. A Business POC would be an individual who assists on administrative components of a project or with managing projects with CMEI offices. A technical POC would be an individual who would serve as a Principal Investigator on a project. Users can have one or many roles.
Q. What is the criteria for each role?
A. An Account Administrator can approve accounts for the lab. This individual should be in a position at the lab that has insight into which lab users would need system access. A Business POC would be an individual who assists on administrative components of a project or with managing projects with CMEI offices. A Technical POC would be an individual who would serve as a Principal Investigator on a project. Users can have one or many roles.
Q. How does the access/viewability differ?
A. As a Technical POC, the user would be able to view/edit projects that they have been associated with as a Principal Investigator. A Business POC can be selected by an CMEI Office to also be a Lab Relationship Manager or a Lab Operations POC. Once provided these roles the user would be able to view/edit all projects between the Lab and CMEI office.
Q. Who assigns people as PIs to each project? How does one become a "Project Editor"?
A. Either the Tech Office or a Lab user can assign a PI. The Project Editor role is an CMEI Tech Office user role for an individual in the office who may need access to the project.
Q. Can there be multiple Technical POC for one project?
A. At this time, only one Principal Investigator (Technical POC) can be identified on a project.
Q. Can you be assigned to more than one role?
A. Users can have one or many roles.
Q. How many PIs can be listed on a project?
A. At this time, only one Principal Investigator (Technical POC) can be identified on a project.
Q. Would a Business POC be able to support Technical POCs with management and editing of their project? Who has edit rights?
A. Yes, a Business POC could assist. At this time the best way to accomplish this is to ensure that user has been identified as the "Lab Operations POC" between the office and lab. Then the Business POC can assist on any of the projects.
Q. Do all users need end dates for their role? No, that is an optional field and is not required.
Q. Can a project team member be added to a recipient to support a PI? Only saw option to select PI.
A. Yes, another team member could assist. At this time the best way to accomplish this is to ensure that user has been identified as the "Lab Operations POC" between the office and lab. Then the Business POC can assist on any of the projects. The ability to add additional lab users to a project will be added in the future.
Q. How do you add a PI? How do you add a new PI that is not in the system?
A. The PI can be added when the project is created or on the "Recipient Details" page of the project.
Q. Do all PIs need to be registered for them to be selectable in the tool for the project?
A. Or will they be migrated from the old tool? All PIs that were associated with existing projects have been migrated. However, the PI must be a user in the system to have access to the project. In addition, to add a PI to a new project, the PI must be a user in the system.