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
Every organization is classified by type to help Carelane tailor terminology, defaults, and reporting to your line of work. You choose a type when you create the organization, and administrators can update it later from organization settings.If you pick Other, you’re required to enter a short free-text label so your organization is still classified consistently in reporting and audit trails.
Organization Roles
Organizations have two primary roles:Organization roles are separate from study roles. An organization member may have different permissions in different studies.
Creating an Organization
Organization creation is restricted to the Carelane team. If you need a new organization provisioned, contact support@carelane.io with your organization name, type, and the email address of the intended administrator. If you sign in without belonging to an organization, you’ll see a screen directing you to your administrator or Carelane support instead of a creation wizard.
1
Set the Name and Type
Create the workspace with your organization name and type (Pharmaceutical, Biotech, CRO, Hospital, Academic / Research Institute, Medical Device, or Other).
2
Assign an Administrator
Invite your designated administrator by email and grant the Administrator role.
3
Hand Off to You
Your administrator can then update branding from Settings > General, invite additional members, and start creating studies.
New organizations start on the Free license by default. Contact Carelane to upgrade when you’re ready to unlock additional seats and features.
Joining an Existing Organization
Most users join an existing organization by invitation. An administrator invites you by email; accepting the invitation adds you to that organization with the role they assigned. You can belong to multiple organizations and switch between them using the organization switcher in the navigation header.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.