The right work. In the right hands.
Manage organization membership, franchise assignments, roles, and a reviewable activity history.
Shared work should not mean shared credentials.
Give people their own access and a clear place in the process. Organization and franchise permissions determine which records and actions each person can use.
What your team can do.
Named access
Use individual accounts and organization membership.
Role clarity
Review the permissions associated with the supported roles.
Reviewable activity
Inspect who changed relevant records and the result of the action.
How the workflow fits together.
- Invite teammates into the organization.
- Review their role and franchise assignments.
- Manage access as responsibilities change.
- Review activity when you need to understand a change.
A few practical questions.
Can I customize every permission?
The current product provides defined roles. The role-permission view explains their access; it is read-only.
How does a teammate get into the workspace?
An organization administrator invites them. They accept the invitation and sign in to the workspaces their membership allows.
Give your team a clearer next step.
Connect the report, the charge, and the work that moves it forward.