If a customer has different portals or departments with various users (called clients), we use a client management system to organize everything. This system is structured using roles and organizations, usually assigned by the account holder.

Roles, like Admin, Chief Editor, Editor, Data Analyst, f.e. can be created individually for each client. Regardless of the role, it determines what the client is allowed to do. For example, an admin might create new clients, but an editor doesn't need that right. We can decide the specific permissions using a catalog of rights.

If a customer has different departments, we create separate organizations for each. All clients in a department belong to that organization. A client can be part of multiple organizations but can choose one as the main (marked with a star). Forms and designs set as defaults in this organization automatically apply. The organization decides what content the client can see—only what's created within their assigned organization(s).

If you need more roles or organizations, just let us know!