Open Manage Organization from the organization menu to update the organization name, manage members, and configure functional groups.

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Organization Name

Edit the organization name at the top of the page. The name is used in suggestions, appears across the app, and is included on your final submission, so use the full legal name of your organization.

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Members

Use the Members section to add or remove people from the organization. New members receive an email invitation to join. Once they accept, they show up in the users table and can be added to functional groups.

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Functional Groups

Functional groups describe the areas in your organization that own documents (for example, Quality Management and Assurance, Software, Regulatory). Every document can be attributed to a functional group so it is clear who is responsible for it.

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Defaults

Every organization is seeded with a standard set of functional groups when it is created, so existing document classifications keep working out of the box. You can rename or remove the defaults and add your own.

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Create a group

1. Open the Functional Groups section on the Manage Organization page.
2. Click Create functional group.
3. Enter a name (for example, “Quality Management and Assurance”). An acronym is suggested automatically and can be edited (for example, QA).
4. Optionally enable Can Manage Trainings if members of this group should manage organization-wide Training Programs.
5. Save.

Both the name and the acronym must be unique within your organization.

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Training management permission

Enable Can Manage Trainings for a functional group when its members should assign and manage organization-wide training. Members of a group with this permission can open All Training Programs, assign document training, manage trainee pools, send training for revisions, and delete pending training tasks. Members without this permission can still complete their own assigned trainings from My Training Programs.

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Rename or delete a group

• Use the edit icon next to a group to update its name or acronym.
• Use the delete icon to remove a group. Any documents that referenced the group are kept — their functional group is simply cleared. Document templates that pointed at the group by acronym are unaffected.

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Manage members

Click a group to open its member list. From there you can:

• Add members from the organization.
• Remove members from the group without affecting their organization membership.

A user can belong to none, one, or many functional groups. Their groups show up as chips in the organization users table and in the user menu so it is easy to see who owns what.