Add Organizations

Most of customers only have a single organization context (their own). However, if your company does analysis work for other companies (like a CRO) you may need to manage multiple organizations, here’s how.

Add an Organization

  1. Click the organization name link under your name in the left hand corner of the application.

  2. Click the gears icon .

  3. Click the Organizations link.

  4. Click the Add button.

  5. The Add User form will open, complete the form.

  6. Required fields are:

  7. Name - Name of the Organization.

  8. Display Name - A short name of the Organization. This value is displayed in the upper left of the application under the name of the logged in user.

  9. Click the Submit button.


Other support articles about organizations

Organizations
Controlling Organization Access