CloudResearch Account
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Articles
Recent activity by CloudResearch Account-
Funding Wallets with Purchase Orders
If your institution funds research through purchase orders, you can now upload a PO directly into Connect to fund a wallet. This replaces the earlier process of emailing your account manager and wa...
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Managing Multiple Wallets
With multi-wallets, you can now create as many top-level wallets as you need and choose which one a request draws from.This is useful when different parts of your institution want their funds kept ...
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Requesting Funds from the Organizational Wallet
When a researcher on your enterprise account is ready to run a study, they need budget to pay participants. That budget lives in your organizational wallet — the central pot of funds your instituti...
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Personal vs. Organizational Teams
Teams are how collaborators share projects and funding on Connect. If you're on an enterprise account, it's important to understand the difference between personal teams and organizational teams. T...
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Organization-Level History
The History tab in your Organization dashboard gives you a chronological record of activity across your enterprise account. Where reporting answers "how much?" and "what's the trend?", history answ...
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Organization-Level Reporting
Enterprise accounts include reporting tools that give you visibility into how funds are being allocated and spent across your organization. Where the History tab tells you what happened and when, r...
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Reviewing and Approving Funding Requests
When members of your enterprise account need budget for a study, they submit a funding request to the organizational wallet. Reviewing those requests is the main day-to-day responsibility of an org...
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Adding and Managing Members
Members are the researchers at your institution who can use Connect Enterprise. As an org admin, you control who's on the account, who isn't, and who has lost access. This article walks through how...
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How to Generate an Invoice for a Study in Connect
You can easily generate an invoice at the study level directly from your Connect project.Steps:Navigate to Your StudyGo to your project within Connect.Open the Options MenuClick the three dots (".....
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Refunds
This article explains how refunds are handled for unused or leftover funds in your CloudResearch Connect account.General Refund Policy Refunds must be returned to the same funding method originally...