Organizations and Teams

Organizations in AtomicQMS help you manage quality documentation across your research lab, department, or company.

What is an Organization?

An organization is a shared workspace where teams can collaborate on protocols, SOPs, and quality documents. Think of it like a folder that contains all your lab's quality documentation.

Example organizations:

• Smith Lab at University Hospital
• Clinical Research Department
• Quality Assurance Team
• Neuroscience Research Center

Creating an Organization

1. Sign in to AtomicQMS
2. Click your profile icon in the top right
3. Select "New Organization"
4. Enter your organization details:
   • Organization name (e.g., "Smith Lab")
   • Description (optional)
   • Visibility (private or public)
5. Click "Create Organization"

Organization Settings

Basic Information

• Name - Your organization's display name
• Description - Brief description of your organization
• Website - Link to your lab or department website

Visibility

• Private - Only members can see the organization and its projects
• Public - Anyone can see public projects (members can still have private projects)

Teams

Teams help you organize members within your organization. For example:

• Lab Technicians - Access to daily protocols
• Principal Investigators - Approval rights for all documents
• Collaborators - Read-only access to specific projects
• Quality Team - Manage SOPs and compliance documents

Creating a Team

1. Go to your organization's page
2. Click "Teams" tab
3. Click "New Team"
4. Enter team details:
   • Team name
   • Description
   • Permissions (read, write, or admin)
5. Add team members

Team Permissions

• Read - Can view documents
• Write - Can edit and create documents
• Admin - Can manage team members and settings

Managing Members

Inviting Members

1. Go to your organization
2. Click "People" or "Members"
3. Click "Invite member"
4. Enter their email address
5. Select their role (member or owner)
6. Click "Send invitation"

Member Roles

• Owner - Full control over organization, can manage all settings
• Member - Can access organization projects based on permissions
• Billing - Can manage subscription and billing (coming soon)

Removing Members

1. Go to organization members
2. Find the member
3. Click "Remove from organization"

Organization vs Personal Space

Feature	Personal Space	Organization
Who can access	Just you	Team members
Collaboration	Share individual projects	Centralized team workspace
Best for	Personal protocols	Lab/department documentation
Teams	No	Yes
Ownership	You own it	Organization owns it

Best Practices

1. Use clear names - "Smith Lab" instead of "Lab1"
2. Set up teams early - Organize by role or function
3. Document permissions - Keep track of who has access to what
4. Regular audits - Review members and permissions quarterly
5. Onboarding checklist - Create a process for adding new team members

Billing (Coming Soon)

Organizations will have paid plans with additional features:

• Unlimited team members
• Advanced permissions
• Compliance reporting
• Priority support
• Storage upgrades

During beta, all organization features are free.

Need Help?

Contact us at [email protected] for help with organization setup.