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Organization roles control access to organization-wide settings, member management, and the ability to create studies.

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Available Roles

RoleCodeDescription
AdministratoradminFull access to all organization settings and features
MembermemberBasic access to the organization with study-specific permissions

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Administrator

The Administrator role provides complete control over the organization:

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Capabilities

  • Create, configure, and delete studies
  • Invite and remove organization members
  • Assign organization roles to members
  • Manage organization settings (name, logo, branding)
  • Create and manage organization-wide templates
  • View organization audit logs
  • Configure governance policies
At least one Administrator must exist in every organization. The last Administrator cannot be removed.

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Member

The Member role provides basic organization access:

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Capabilities

  • View organization information
  • Access studies where they have been assigned a role
  • Use templates they have permission to access
  • View their own profile and settings

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Limitations

  • Cannot create new studies
  • Cannot invite other members
  • Cannot modify organization settings
  • Cannot access studies without explicit assignment

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Role Assignment

1

Navigate to Organization Settings

Go to Organization > Settings > Members.
2

Find or Invite Member

Locate an existing member or click “Invite Member” to add a new user.
3

Select Role

Choose Administrator or Member from the role dropdown.
4

Confirm

Save changes. The user receives updated permissions immediately.

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Best Practices

Keep the number of Administrators small. Most team members should be Members with specific study-level roles.
Organization Administrator does not automatically grant access to study data. Assign study-level roles for data review capabilities.
Periodically review organization membership and remove users who no longer need access.

Study Roles

Roles for study-level operations.

Organization Settings

Configure organization settings.