If your account belongs to an organisation, you can access shared tools for managing participants, finances, workspaces, and team members across every workspace in that organisation. This article explains how to find your organisation, what you'll see in the organisation dashboard, and how to create new workspaces within it.
Finding your organisation
If you belong to an organisation, its name will appear in your navigation dropdown alongside your workspaces.
Currently, you'll see both the organisation name and any individual workspaces you're a member of that are associated with it.
Click the organisation name to open the organisation dashboard. Once you're there, reopening the navigation dropdown will show a checkmark next to the organisation itself, rather than next to one of your workspaces, letting you know where you currently are.
The Organisation Dashboard
The organisation dashboard includes up to four tabs. Which tabs you see depends on your role within the organisation. The four tabs are as follows:
Participants tab
Visible only to Research Admins.
This is a streamlined version of the Participants tab you'd find inside an individual workspace. It lets Research Admins manage participant groups at the organisation level, rather than within a single workspace.
Finance tab
Visible only to Finance Admins, and only in organisations with the spend summary feature enabled**
This tab gives Finance Admins a consolidated view of spending across every workspace that belongs to the organisation.
**This feature is in limited beta and not yet widely available.
Workspaces tab
Visible to all organisation members, although the content shown depends on your role.
If you're an admin
You'll see every workspace belonging to the organisation, whether or not you're personally a member of it. Each workspace listing shows the number of currently active studies (this includes studies that are scheduled, published, paused, or awaiting review).
If you are a member of the workspace, its name is clickable and will take you to that workspace's dashboard, where you can see your role.
If you're not a member of the workspace, the workspace name isn't clickable, and you'll see an explanation of why you can't access it.
You can click the member count for any workspace to view the emails and roles of everyone in it.
If you're not an admin
You'll see the same type of information, but only for workspaces you're already a member of (i.e., the ones visible in your navigation dropdown).
Team tab
Visible to all organisation members.
This tab lists the full names, emails, and roles of every member in the organisation.
Admin users will also see an Actions column. Clicking the three dots on any row (other than your own) lets you edit that member's details.
For every organisation, the only action currently available is Edit role(s).
Note: Admins can only grant or revoke roles that they themselves hold.
For example:
- If an admin has both the Finance Admin and Research Admin roles, they can toggle both checkboxes for another member.
- If they only hold the Research Admin role, they won't see the Finance Admin checkbox (or its description) at all when editing someone else's roles.
Creating a workspace
Any organisation member, admin or not, can create a new workspace by pressing Add workspace in the navigation dropdown. You'll be notified that the new workspace will automatically be added to your organisation.
Once you proceed:
The new workspace is automatically linked to your organisation in the navigation dropdown.
It also appears in the organisation's Workspaces tab.
You'll be redirected to the new workspace's projects page, with a quick shortcut to the Invite teammates modal so you can start adding collaborators right away.
Creating Workspaces via the API
Workspaces created via the API are also automatically added to the organisation.