Studies & Templates

Control which studies and templates are available for your organization.

Enable User Templates

Allow users to create personal studies and templates that are visible only to them.

• Existing personal studies and templates remain visible even if this setting is later disabled

• Not cascaded by default

Enable System Studies

Provide access to a set of pre-built studies available to all users in the organization. Disable if you do not want to use pre-built studies and prefer to default to org and/or individual studies instead.

• Designed to reduce setup effort with common defaults

• Not cascaded by default

Enable System Templates

Provide access to pre-built templates available to all users. Disable if you do not want to use pre-built templates and prefer to default to org and/or individual templates instead.

• Helps standardize report content across the org

• Not cascaded by default

Best Practices

• Align study names with downstream systems

• Maintain a small set of high‑quality templates per study

• Review and retire outdated templates regularly