What is an Organization?
An organization represents a research institution, sponsor, CRO, or any entity conducting clinical research. Within an organization, you can:- Create and manage studies
- Build reusable templates
- Invite and manage team members
- Control access through role-based permissions
Organization Types
Standard Organization
A collaborative workspace for teams. Members can be invited and assigned various roles.
Private Organization
A personal workspace for individual use. Cannot invite other members.
Organization Roles
Organizations have two primary roles:| Role | Capabilities |
|---|---|
| Administrator | Full access to organization settings, member management, and all studies |
| Member | Access to assigned studies based on study-level roles |
Organization roles are separate from study roles. An organization member may have different permissions in different studies.
Creating an Organization
Navigate to Organizations
From your dashboard, access the organization switcher and select “Create New Organization”.
Managing Members
Organization administrators can:- Invite new members via email
- Assign or change member roles
- Remove members from the organization
- View member activity
Organization Settings
Access organization settings to configure:- Organization name and logo
- Default study settings
- Template governance policies
- Audit and compliance options
Next Steps
Roles & Permissions
Understand the complete role hierarchy in Carelane.
Create a Study
Set up your first clinical research study.