Managing your organization

Published

May 12, 2026

Access to the ValidMind Platform is associated with an organization, which encompasses all your users, groups, and business units. As a user, you can belong to multiple organizations.

Prerequisites

Switch between organizations

You will see the option to switch between organizations only if you belong to more than one organization via two methods:

  1. In the left sidebar, locate your name near the bottom.

  2. Click on the name of your currently active organization.1

  3. Select the organization you’d like to switch to.2

1 Your active organization is displayed under your name and roles in the left sidebar.

2 Once selected, this will become your active organization.

  1. In the left sidebar, click Settings.

  2. Under Organization, select Organization.

  3. Under the Organization drop-down, select the organization you’d like to switch to.3

    3 
  • Once selected, this will become your active organization.
  • Your active organization is displayed under your name and roles in the left sidebar.

Change names of organizations

NoneTo change your organization’s name, you must have sufficient organization permissions.

By default, the Customer Admin role has these permissions.4

  1. In the left sidebar, click Settings.

  2. Under Organization, select Organization.

  3. Under Organization Name, type in your new name and click Update to save your changes.

Manage document defaults

Enabling tracked changes by default for your organization will disable the following within simple text blocks:5

  • The ability to reference field values in the form of variables
  • Content draft generation with AI

  1. In the left sidebar, click Settings.

  2. Under Organization, select Organization.

  3. Under Document Defaults, toggle whether you would like to Enable Track Changes by default6 for all content blocks within documents for your current active organization.

  1. In the left sidebar, click Settings.

  2. Under Organization, select Organization.

  3. Under Document Defaults, toggle whether you would like to Enable numbered table and figure captions for test results inserted within documents7 for your current active organization.

Organization setup