Team
In Trialflare, a team is your organisation account: the billing boundary, the shared user directory, and the container for all trials you run. Researchers, coordinators, data managers, and sponsors invited into Trialflare are first users on a team; from there you grant team-level powers (who may invite others, create trials, or manage the account) and trial-level access (who may see which studies, sites, and participants).
Who manages a team?
Team managers (team.manage) can reach Manage team in the web app and configure branding, SSO, password policy, default permissions, and audit logs. Some actions (such as editing the SSO email suffix) may additionally require platform (root) access in your deployment.
Other staff might only have team.access so they can open team pages without changing sensitive controls, or no team keys at all while still holding trial permissions on specific studies.
What lives on a team?
| Area | Purpose |
|---|---|
| Users | Invite people, assign team permissions, remove accounts, monitor invites and lockouts. |
| Trials | Created under the team; each has its own stages, participants, and trial permissions. |
| Branding | Name, logos, and QR styling seen by staff and sometimes participants. |
| Settings | Defaults for new users, SSO auto-provisioning, password & lockout policy, sign-up notifications. |
| Events | Team-wide audit log export. |
| Integrations | (In the web app only today.) Connect external services your organisation enables. |
Usage quotas (seats, trials, participants) and recent communication volumes (SMS, WhatsApp, email, push) appear on the Overview tab for managers—helpful for capacity planning and wallet spend.
Guides in this section
- Permissions —
users.*,trials.*,team.*keys at organisation scope. - Branding — identity, logos, QR appearance.
- User management — invitations and per-user team roles.
- Settings — SSO, password policy, defaults, notifications.
- Team event logs — audit export and how it differs from trial logs.
For how team members become trial collaborators and how sites fit in, see Getting started — Part 10. For vocabulary, see Definitions.