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Documentation Index

Fetch the complete documentation index at: https://docs.formly.ai/llms.txt

Use this file to discover all available pages before exploring further.

Open Manage Organization from the organization menu to update the organization name, manage members, and configure functional groups.

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Organization Name

Edit the organization name at the top of the page. The name is used in suggestions, appears across the app, and is included on your final submission, so use the full legal name of your organization.

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Members

Use the Members section to add or remove people from the organization. New members receive an email invitation to join. Once they accept, they show up in the users table and can be added to functional groups.

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Functional Groups

Adding users to a functional group Functional groups describe the areas in your organization that own documents (for example, Quality Management and Assurance, Software, Regulatory). Every document can be attributed to a functional group so it is clear who is responsible for it.

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Defaults

Every organization is seeded with a standard set of functional groups when it is created, so existing document classifications keep working out of the box. You can rename or remove the defaults and add your own.

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Create a group

  1. Open the Functional Groups section on the Manage Organization page.
  2. Click Create functional group.
  3. Enter a name (for example, “Quality Management and Assurance”). An acronym is suggested automatically and can be edited (for example, QA).
  4. Save.
Both the name and the acronym must be unique within your organization.

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Rename or delete a group

  • Use the edit icon next to a group to update its name or acronym.
  • Use the delete icon to remove a group. Any documents that referenced the group are kept — their functional group is simply cleared. Document templates that pointed at the group by acronym are unaffected.

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Manage members

Click a group to open its member list. From there you can:
  • Add members from the organization.
  • Remove members from the group without affecting their organization membership.
A user can belong to none, one, or many functional groups. Their groups show up as chips in the organization users table and in the user menu so it is easy to see who owns what.
Any member of the organization can create, edit, and delete functional groups and manage their membership. If you need stricter control, let us know.