Managing Members

Organization admins can manage who has access to the organization, approve membership requests, and remove users.

Required Role

Member management requires Organization Admin (org_admin) role.

Viewing Current Members

1. Go to Organization in the sidebar
2. Click the Users tab
3. View the list of all current organization members

Member Information

Each member entry shows:

• Name
• Email
• Role(s)
• Investigator link status
• Actions (for admins)

Membership Requests

New users request access through the membership request flow.

Viewing Requests

1. Go to Organization
2. Click the Requests tab
3. View pending membership requests
4. The tab badge shows the count of pending items

Approving a Request

1. Find the request in the Requests list
2. Review the request details:
   • User name and email
   • Requested role
   • Whether they're a PI
   • Message from the user
3. Click Approve
4. Confirm the approval
5. The user gains access to the organization

Declining a Request

1. Find the request in the Requests list
2. Click Decline
3. Confirm the decline
4. The user is notified their request was declined

Managing User Roles

Organization admins can modify user roles:

1. Find the user in the Users tab
2. Click to edit their roles
3. Add or remove roles as needed
4. Save changes

Available Roles

Role	Description
org_admin	Full organization administration
org_viewer	View-only organization access
team_admin	Team management access
study_admin	Study administration
metrics_viewer	Access to metrics dashboard

Deleting Users

To remove a user from the organization:

1. Find the user in the Users tab
2. Click the Delete action
3. A confirmation dialog appears: "Are you sure you want to delete this user?"
4. Click Delete to confirm
5. The user loses access to the organization

WARNING

Deleting a user removes them from the organization. This action should be used carefully.

Linking Users to Investigators

When a user is also an investigator (PI), you can link their accounts:

Automatic Detection

When viewing a user, the system checks if their name matches any investigator record:

1. If a match is found, you're prompted to link them
2. Review the comparison of user vs. investigator details
3. Click Link User to confirm the connection

Creating a New Investigator Link

If no match exists but the user should be an investigator:

1. The system offers to create a new investigator entry
2. Enter or confirm their credentials (MD, DO, APRN/NP, None)
3. Click Create & Link
4. A new investigator record is created and linked

Unlinking Users from Investigators

If a user-investigator link needs to be removed:

1. Find the user
2. Access the unlink option
3. Choose whether to:
   • Unlink User - Keep the investigator record, just remove the link
   • Delete Investigator - Remove both the link and the investigator record
4. Confirm your choice

Study Submissions

The Requests tab also shows study submissions from external users:

1. Review submitted study information
2. Approve to create a new study from the submission
3. Decline to reject the submission

Best Practices

• Review requests promptly - Don't leave users waiting
• Use appropriate roles - Grant minimum necessary permissions
• Link investigators - Keep user and investigator records synchronized
• Document deletions - Note why users were removed
• Regular audits - Periodically review member list for accuracy