Site settings and Insights
Site settings is where site administrators manage collections, document access, and optional data exports. Insights (analytics) shows how your site uses Navigator.
Global administrators can open Site settings for any site when not acting as a specific site admin. Sponsor administrators use Insights only.
Open Site settings
- In the sidebar under Admin, click Site settings.
- Use the left navigation inside Site settings:
- Collections — read-only list of study collections and document counts for your site
- Access — collection and document access controls
- Insights — opens the analytics page for your site (same data as the Insights sidebar link)
Platform administrators managing multiple sites may see a Site dropdown on the Access tab.
Export site data
From Site settings, click Export data in the header.
- Select one or more study collections (protocols).
- Choose what to include:
- Questions and answers from chat
- Escalations sent to Principal Investigators
- Click export. Navigator downloads a file to your computer.
Use exports for internal reporting or audit support according to your organization’s policies.
Insights for site administrators
Open Insights from the sidebar or from Site settings.
Typical views include:
- Usage totals and trends for your site
- Breakdown by study collection (protocol)
- Hours spent in the application and self-service rate (questions answered without PI escalation)
LLM Subtopic Analysis
On the Insights page, site administrators can run Analyze subtopics to group common themes within each question category. This helps medical monitors and operations teams see what staff ask about most often.
Results are generated on demand and may take a moment to load.
Sponsor Insights
Sponsor administrators see sponsor-scoped Insights and protocol lists. They do not upload documents or use chat in the main Navigator workspace.
Global administrators can preview sponsor Insights using Admin view → Sponsor admin.