Customer Management
A centralized module to manage all sponsor and CRO customers, ensuring controlled access, contract-based configurations, and seamless multi-study operations.
Customer Management
SyMetric Solutions
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Key Features
The Customer Management module provides the foundational tools for secure and compliant administration of all sponsor and CRO relationships on the platform.
Customer Master
The foundational registry of all Sponsor and CRO customers onboarded onto the platform.
- List, add, edit, and soft-delete customer profiles.
- All information is confidential and accessible only to authorized SyMetric staff.
- Represents the contractual owner for trials, studies, sites, and users.
User Account Limits
Define and enforce contractual limits on user accounts for each customer.
- Set maximum total user accounts allowed.
- Configure maximum active user accounts permitted at any time.
- Ensures compliance with license tiers and subscription plans.
Study Limits
Manage the number of studies each customer can create based on their contract.
- Configure the maximum number of studies per customer.
- Limits are automatically enforced during new study creation.
- Simplifies license management and ensures controlled scalability.
Summary
Administrative Backbone for Multi-Tenant Governance
The Organization Management module provides the administrative backbone for governing all entities in the clinical trial ecosystem, ensuring structured, secure, and efficient operations.
Maintain secure and detailed profiles for every sponsor and CRO, with access restricted to authorized internal teams.