Administrator Guide

This guide is for people who look after their Organization in TrialGrid. It assumes you hold an Organization Role with the Administer Permissions permission. If you are not sure, look at your Organization home page. If you can see the Org Team Members card, you have it.

The guide takes you through setting up your Organization in the order that works best. Each page links to the reference pages in this help for more detail.

How permissions fit together

TrialGrid controls what people may do at three levels.

Level	What it controls	Who sets it
Organization	Administering permissions, creating and deleting URLs, Rave and Vault settings, reports, import scripts, icons and API access	Users with Administer Permissions, through Organization Roles
URL	Managing the URL's team, its configuration, labels, projects, libraries and other URL-wide settings	URL Managers, on the URL Team page
Project	What each team member may do in a Project and its Drafts	Anyone who can manage the Project's team, by giving each member a Project Role

Project Roles are defined once for your whole Organization and used in every Project. You decide what each role allows. Your license decides which permissions roles can include.

Setting up your Organization

Follow these pages in order.

• What Administer Permissions gives you
• Setting up Organization Roles
• Setting up Project Roles
• Adding people by inviting them
• Giving people URL permissions
• Project Roles and licenses
• Keeping accounts secure
• Settings TrialGrid Ltd support sets for you