1. Navigate to the Studies tab.
2. Select the study.
3. Select Organizations.
4. Select + Add Study Organization.
5. Complete the Role field.
6. Complete the Organization field.
   • If the organization is not available in the list, select + Create Organization.
   • Select the Organization type.
   • Select Continue.
   • Complete the Name field.
   • Complete the Organization Sharing field:
     • Selecting All (recommended) allows this Organization to be re-used across all sites and studies in your Research Organization (if applicable). Selecting Current limites use of this Organization to your currently selected site.
     • Select Save to complete the process of creating the Organization.
7. Select Save to complete the process of creating the Study Organization.
8. If appropriate, from the Workflow Actions menu, change the Partner Organization to Active.