Organization Management

The Organization page is the administrative hub for managing your organization's configuration, members, teams, and templates.

Required Role

This feature requires Organization Admin (org_admin) or Organization Viewer (org_viewer) role.

• Org Admin: Full read/write access to all organization settings
• Org Viewer: Read-only access to view configuration

Accessing Organization Settings

1. Click Organization in the sidebar
2. The Organization page loads with multiple tabs

Organization Tabs

The Organization page is divided into several tabs:

Tab	Description
Overview	Basic organization information and metadata
Templates	Field templates and workflow templates
Users	Current organization members
Requests	Pending membership requests and study submissions
Teams	Team management
Investigators	Investigator records

Overview Tab

Displays basic organization information:

• Organization Name - Your organization's display name
• Organization ID - Unique identifier
• Type - Single Site or Site Network
• Description - Organization description
• Number of Sites - If applicable

Org admins can edit these details.

Quick Stats

The Requests tab shows a badge with the count of pending items (membership requests + study submissions).

In This Section

• Managing Members - Approve, manage, and remove members
• Managing Teams - Create and organize teams
• Managing Workflows - Create workflow templates
• Managing Field Templates - Define custom fields
• Managing Investigators - Maintain investigator records