Administration
Team management, firm settings, white-label branding, billing, plan features and the developer console.
Team Management: Invites, Roles and Reports-To
The team console in Quartyl: the member roster, invitations and claim-account flow, role assignment rules, reports-to chains and what happens to studies when a member is removed.
Read docFirm Settings: Tenant Configuration Overview
Overview of the Quartyl firm settings panel: the tabs, what is configured tenant-wide versus per study, secret masking, and who can read, change or reset each block.
Read docBranding and White-Label: Firm Name and Accent Color in the Workspace
How white-label branding works in Quartyl: the firm brand name and accent color, where they show in the workspace, the design-token override, and why generated reports stay platform-branded.
Read docTP Defaults: Tenant-Wide Benchmarking Configuration
The tenant-wide TP defaults document in Quartyl: jurisdiction, PLI, permitted methods, arm length range and base currency, what the block records, and what the study wizard actually starts from.
Read docSecurity Settings: MFA Mandates and Access Controls
The Quartyl security settings: the firm-wide MFA mandate and the per-role list behind it, TOTP recovery, session timeout, IP allowlist and audit retention — and what the product acts on today.
Read docWorkflow Configuration: Review Routing and Approvals
How the Quartyl review workflow is put together: the fixed state machine, who reviews and who signs off, how review routing follows the reports-to chain, and the approval queue behavior.
Read docBilling and Usage: Plans, Quotas, Seats and Invoices
The Quartyl billing console: the plan record and its status, the study and report quotas, the seat budget, saved payment methods, checkout behaviour, and the invoice ledger.
Read docUpgrading Seats and Managing Usage Quotas
How seat and study upgrades work in Quartyl: the checkout order flow, what the payment worker activates, and how upgrades behave while the payment gateway is off.
Read docDeveloper Console: API Keys and the External Read API
The Quartyl developer console: minting and revoking read-only API keys, how keys are stored and scoped, the external study API for integrations, and owner-scoped platform keys for superadmins.
Read docPlan Features: What Each Tier Unlocks
The eleven Quartyl plan features with their keys, labels and suggested tiers, plus how gating works: hidden entry points, route redirects and enforced 403s at the API.
Read docBrowse other sections
Read the manual, then run the study
Every page in this manual maps to a real feature in your workspace. Sign in and follow along with your own study.