Settings TrialGrid Ltd support sets for you

Some settings apply to your whole Organization and can only be changed by TrialGrid Ltd support. You can see their current values, but not change them.

To see them:

  1. Go to your Organization home page.

  2. Click Settings in the actions at the top of the page.

Use Download Excel or Download PDF to keep a copy, for example with your validation records.

To change any of these settings, email support@trialgrid.com.

General

Setting

What it does

Domains

The email domains your Organization owns, such as example.com. When someone who does not yet have an account is invited with an email address at one of these domains, their new account joins your Organization. Email addresses typed into an Action that sends email must be at one of these domains.

Credential Store

When stored, the Medidata Rave and iMedidata accounts that users enter are kept between sessions. When not stored, they are removed each time the user signs in or out, so users enter them again.

AI Features

When enabled, AI features such as custom function summaries and test case generation can be used. TrialGrid Ltd support can also turn AI off for an individual user.

AI Agents

When enabled, AI Agents can be used. Agents must also be switched on for the user, on the Org Team Members page, and for the URL, in its settings.

Monthly AI Cost Limit

The most your whole Organization can spend on AI in a calendar month. When it is reached, AI features stop until the next month.

Daily AI Cost Limit Per User

The most each user can spend on AI in a day. A user who reaches it can use AI again the next day. Other users are not affected.

Invitation Timeout

How many hours a person has to accept an invitation. When none is set, the TrialGrid default is used, and the Organization Settings page shows how long that is.

Show Running Test Cases

When enabled, the navigation bar shows how many test case runs are in progress, with a link to them.

Security

If your Organization uses Single Sign On, your identity provider sets the password rules, so this section only shows the Single Sign On connection and the new location email.

Setting

What it does

Minimum Password Length

The fewest characters a password can have. It is never less than 9.

Require Uppercase Character, Require Lowercase Character, Require Number, Require Special Character

When enabled, each password must contain at least one character of that kind.

Block Breached Passwords

When enabled, a password that has appeared in a known data breach cannot be used. If the breach check service does not answer, the password is accepted.

Password Reuse Limit

How many of a user's recent passwords they cannot use again.

Password Expiry

The number of days after which a password must be changed, counted from when it was last set. When it shows Never, a password does not expire, but a user who has not signed in for a year must reset their password.

Email on Sign-in from New Location

When enabled, a user is emailed when their account signs in from a new location. See below.

The new location email

The email tells a user that their account has been used from a new location or browser. If it was not them, the email asks them to contact TrialGrid Ltd support straight away.

TrialGrid remembers the last 20 networks each account has signed in from. A sign-in from any other network sends the email.

  • A network is a group of nearby internet addresses, such as one office or one home connection. Signing in from a different computer in the same office does not send the email.

  • A user who signs in from many places, such as a phone on mobile data, may be emailed more often.

  • The first sign-in that TrialGrid records for an account does not send the email.

TrialGrid remembers networks whether or not the email is enabled. So if you ask for it to be turned on, users are not emailed about places they already sign in from.

Test Case Settings

The first three settings change how test runs check results. Use Marking Group in Query Steps changes the steps the Test Case Advisor writes. The rest are the starting choices in the Create Tests window. Users can change those each time, and their browser remembers their last choice.

Setting

What it does

Allow Multiple Queries in Test Results

Medidata Rave only. When enabled, a test step still passes if the query it expects appears more than once on a data point.

Allow Whitespace Differences in Test Results

When enabled, a query that differs from the expected text only in spaces or capital letters still passes.

Allow All Events to Be Added

Veeva only. When disabled, a test step that adds an event which is not Unscheduled fails.

Use Marking Group in Query Steps

When enabled, query steps created by the Test Case Advisor include the marking group from the check's action, when it has one.

Unknown Date Scenarios, Additional Scenarios, Extended Scenarios, Additional Log Records, Additional Folders, Repeat Scenarios For Folders, Repeat Scenarios For Log Records, AI for Custom Functions

The starting choice for the option of the same name in the Create Tests window.

Notification Settings

Setting

What it does

Email on Role Assignment

The starting choice for new URLs. When it is on, people given a Role while a Project is created are emailed. Each URL can change this in its own settings. Changing it does not affect URLs that already exist.