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Organization administration covers the management of your organization’s settings, team members, and shared resources like templates.

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Organization Admin Overview

Settings

Configure organization-wide settings.

Members

Manage team members and roles.

Audit

Review organization activity.

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Administration Responsibilities

Organization administrators manage:
AreaResponsibilities
SettingsOrganization name, branding, defaults
MembersInvitations, role assignments, access
StudiesCreation, oversight
TemplatesLibrary management
ComplianceAudit logs, access reviews

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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.

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Administrator Role

Only users with the Administrator role can:
  • Modify organization settings
  • Invite and remove members
  • Create studies
  • Manage templates
  • Access audit logs
See Organization Roles for details.

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Key Administrative Tasks

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Regular Tasks

TaskFrequency
Review membersMonthly
Access auditQuarterly
Settings reviewAs needed

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As-Needed Tasks

TaskTrigger
Invite membersNew team members
Remove membersPersonnel changes
Update settingsConfiguration changes

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Best Practices

Keep the number of administrators small.
Conduct periodic membership reviews.
Track significant configuration changes.
Ensure at least two administrators for coverage.