Workspace · Admin
Settings
Site profile, roles, alerts, and the integration switchboard. Wireframe — no settings are persisted.
Site Profile
User & Roles
NameJ. Liang
RoleController
Permission scopefinance · upload · export
Role matrix
CFOread all · approve forecast
COOread all · pursue leads · sponsor outreach
Controllerupload · invoice · AR · payroll
Recruitment Leadenrollment · investigators · funnel
Integrations · 9
CRIO API · live· sync 6/18/2026, 5:48:33 PM· MOCK
EDC / RevenueMocked
CRIO
Per-visit billable events, SOW lookup
Trial DiscoveryPlanned
ClinicalTrials.gov
Public trial registry feed for Pharma Watcher
Drug PipelinePlanned
openFDA
FDA submissions, adverse-event signals
Cash / BankingPlanned
Plaid
Real-time cash position for forecasting
AccountingPlanned
QuickBooks
Push invoices + reconcile AR
eRegulatoryPlanned
Veeva / SiteVault
Investigator roster + protocol versioning
ERPPlanned
NetSuite
GL postings, board-pack export
AccountingPlanned
Sage
Alt accounting back-end for SMB sites
AccountingPlanned
Xero
Alt accounting back-end for SMB sites
Alert Preferences
- AR rolls into 60-day bucketon
- Forecast variance > 5%on
- Phase II → III move in my TAon
- Enrollment behind plan by > 10%on
- New contracting gap > $250Koff
Security & Compliance
- SSO (Okta · Azure AD)planned
- 21 CFR Part 11 audit trailon
- HIPAA BAAsigned
- SOC 2 Type IIin progress