Documentation / Connections / Organizations

Trials

How organization records connect to trial records in TrialStack.

This is a dual-bound connection. The same junction links an organization to a trial and a trial to an organization. Both directions share the same underlying record.

Why it matters

  • a study must remain linked to the correct sponsor, CRO, or partner organization
  • reviewers need organization context around a trial for delegation and oversight
  • operational reporting depends on clear organization-to-trial relationships
  • the junction captures role and primary-organization status

Dual-bound relationship

flowchart LR
  O[Organization] -- "role · primary · version" --> T[Trial]
  T -- "role · primary · version" --> O

Junction fields

From the organization page (organization → trial)

ColumnDescription
RoleThe organization’s role in the trial — maps to trialOrganizationRole dictionary. Default when connecting: sponsor
PrimaryWhether this is the primary organization for the trial (Yes / No)
VersionJunction version counter

From the trial page (trial → organization)

ColumnDescription
RoleSame trialOrganizationRole value
PrimarySame primary flag
VersionJunction version counter

Operations

ActionFrom organization pageFrom trial page
ConnectPick a trial (default role: sponsor)Pick an organization
DisconnectRemove the trial linkRemove the organization link
ReconnectUpdate role / primary statusUpdate role / primary status

From each side