Skip to main content
Organisation Settings let you control how CaptrID works across your entire organisation — from what coordinators can do, to how long session data is kept, to default session configuration.
Only Organisation Admins can access Organisation Settings. Coordinators and capturers cannot view or change these settings.

Accessing settings

Go to Organisation Settings in the sidebar (under the admin section).

Coordinator permissions

Coordinators have access to session management and photo review by default. Organisation Admins can grant additional capabilities using these toggles: All permissions are off by default. Organisation Admins and Platform Admins always have full access regardless of these settings.
Organisation Settings screen with coordinator permission toggles for Master Lists, Card Templates, and Changeset access

The Coordinator Permissions section in Organisation Settings showing toggle switches for each capability

For most organisations, granting coordinators View Master Lists and Review Data Sync is a good starting point. This lets them see the roster context and review changesets without giving them full edit access.

How permissions affect navigation

Coordinators only see sidebar items they have permission to access. For example, if View Master Lists is off, the Master Lists section won’t appear in their sidebar at all.

Session defaults

These settings are applied when creating new sessions. They can be overridden per session.

Photo quality & AI capture assist

These settings govern the automatic quality checks and live capture guidance across your organisation.
AI capture assist is off by default — a new organisation never scans faces without opting in. When it’s on, detection runs on-device (in the browser or on the phone) purely to advise on framing and quality; no facial data is ever stored, transmitted, or used to identify anyone. When it’s off, no face detection model runs on any surface — quality scoring continues with the non-biometric checks only.

Auto-standardise

Automatically standardise every photo at the moment it’s approved — background replaced, framing cropped, gentle enhancement applied — using the defaults you set here. See Photo Quality & Standardisation. Photos you’ve already standardised by hand are never re-processed by the automatic pass.

Backdrop library

Upload backdrop images here to make them available in the Standardise dialog and as the auto-standardise default — so every photo lands on your organisation’s backdrop regardless of where it was captured.

Data retention

Control how long session data is kept after a session is closed. When a session is closed, the retention countdown begins. After the period elapses:
  1. You receive email warnings at 7 days and 1 day before expiry
  2. All photos, submissions, and roster data are permanently deleted
  3. The session record itself is preserved (empty, read-only) for reference
Data retention settings section with policy dropdown showing options from Keep Indefinitely to Custom

The Data Retention settings showing the default retention policy dropdown and an explanation of the retention lifecycle

Data retention deletion is permanent and cannot be undone. Make sure you’ve exported any data you need before the retention period expires.
Individual sessions can override the organisation default with their own retention policy.

Auto-archive

Automatically archive sessions that have been inactive (closed) for a period of time. Archived sessions are hidden from the default session list but can still be viewed, exported, and restored.

Data and export

Capturer permissions

Control what capturers can do during photo capture: