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Organizations and access
Understand organization membership, product availability, and collaborator access.
Organizations separate teams, products, sites, conversations, and usage. Access settings show the people who can work in the current organization and the scope available to them.
What this workspace includes
- Organization membership and invitations
- Product access by organization
- Site collaborator and reviewer access
- Organization branding and shared settings
Complete workflow
- 1
Open Access
Choose Access from the Agentix navigation when available.
- 2
Review membership
Confirm each person belongs to the intended organization.
- 3
Choose the appropriate scope
Give collaborators access that matches the work they need to complete.
- 4
Verify the experience
Confirm the member can open the expected products or sites.
How records and settings behave
- Organization access is evaluated before product-specific access
- Removing membership removes entry to organization-scoped work
- Site reviewers can be limited to review rather than editing
Working effectively
- Review access when a project changes owners
- Use focused review access for customer approvals
- Keep organization names and branding current
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Organizations and access?
Choose Access from the Agentix navigation when available.
When is my work saved?
Organization access is evaluated before product-specific access
How do I confirm the result?
Return to the related list or detail view and review its current status. Site reviewers can be limited to review rather than editing