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Organization settings control how your organization appears and operates across Carelane.

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Accessing Settings

1

Navigate to Organization

Click your organization name in the navigation.
2

Open Settings

Go to Settings.

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General Settings

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Organization Identity

SettingDescription
NameOrganization display name
DescriptionBrief description of your organization
LogoOrganization logo for branding

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Updating Identity

1

Open General Settings

Navigate to Settings > General.
2

Edit Fields

Update name, description, or logo.
3

Save

Save your changes.

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Branding

Customize the organization appearance:
ElementCustomization
LogoLight and dark mode versions
ColorsPrimary brand color
Branding appears on the Public Hub and in the application interface.

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Default Settings

Configure defaults for new studies:
SettingPurpose
Default PHIWhich PHI fields are enabled
Default StatusInitial participant status

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Organization Type

TypeDescription
StandardCollaborative organization
PrivatePersonal workspace (no invitations)
Organization type cannot be changed after creation.

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License Information

View organization license details:
InformationDescription
License TypeCurrent license tier
FeaturesEnabled features
LimitsUsage limits

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Notification Settings

Configure organization-wide notifications:
SettingOptions
Email NotificationsEnable/disable
Notification TypesWhich events trigger notifications

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Integration Settings

If available, configure integrations:
IntegrationPurpose
SSOSingle sign-on configuration
APIAPI access settings

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Settings Audit

Changes to settings are logged:
  • What was changed
  • Who made the change
  • When it occurred
Access the audit log from Settings > Audit.

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Best Practices

Keep records of configuration decisions.
Periodically review settings for accuracy.
Test setting changes in a non-production context first when possible.

Members

Manage team members.

Organization Roles

Role permissions.