Documentation / Connections / Organizations

Contacts

How organization records connect to contact records in TrialStack.

This is a dual-bound connection. The same junction links an organization to a contact and a contact to an organization. See Contact → Organization for the reverse direction — both sides show identical junction fields.

Why it matters

  • a team needs named stakeholders under an organization with explicit roles and department
  • reviewers need person-level context around organization work and source traceability
  • organization changes affect which contacts belong where

Junction fields

ColumnDescription
StatusThe contact’s status within the organization — maps to orgContactStatus dictionary
RoleThe contact’s organizational role — maps to orgContactRole dictionary
DepartmentThe department or unit within the organization
VersionJunction version counter
SourceHow the link was created — Qualification (auto-derived) or Manual

Operations

ActionFrom organization pageFrom contact page
ConnectPick a contactPick an organization
DisconnectRemove the contact linkRemove the organization link
ReconnectUpdate status / role / departmentUpdate status / role / department
Clear allRemove all contact linksRemove all organization links

From each side