Organization Admin Overview
Settings
Configure organization-wide settings.
Members
Manage team members and roles.
Audit
Review organization activity.
Administration Responsibilities
Organization administrators manage:Accessing Admin Features
1
Navigate to Organization
Click on your organization in the navigation.
2
Open Settings
Go to Organization Settings.
3
Choose Section
Select the area you want to manage.
Administrator Role
Only users with the Administrator role can:- Modify organization settings
- Invite and remove members
- Create studies
- Manage templates
- Access audit logs
Key Administrative Tasks
Regular Tasks
As-Needed Tasks
Best Practices
Limit Administrators
Limit Administrators
Keep the number of administrators small.
Regular Reviews
Regular Reviews
Conduct periodic membership reviews.
Document Changes
Document Changes
Track significant configuration changes.
Maintain Backup Admin
Maintain Backup Admin
Ensure at least two administrators for coverage.