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One shared platform. Your organization at the center.

Your brand and your team’s work belong together. Multi-tenancy is the model for organizing customer workspaces on a platform we manage.

We agree your requirements and scope before implementation.

Organizations · illustrative compositionSample data, not a live product screen

Shared technology should not mean shared access.

Your agents, managers and contributors have different responsibilities. The useful question is not where a screen sits, but which organization its information belongs to and who is allowed to work with it.

01

Start with organization membership

The access model starts with current organization membership. Your rollout needs an agreed structure for the people and organizations involved in your business.

02

Match access to responsibilities

Define who should read, prepare and manage information. Review internal staff and external contributors separately, including what happens when someone changes roles or leaves.

03

Make the experience recognizable

Agree the branding, domain and enabled modules for your customer experience. Those choices sit on one managed product core, with the available configuration recorded in your project scope.

Plan the boundaries before the rollout.

Bring an outline of your team, contributors and brands. We review the membership and access model with you; production access and customer separation must be verified before launch.

Two questions to start with

  • Which people work inside the same organization?
  • Which information should each role be allowed to use?

Plan the right workspace for your organization.

Tell us what your business needs. We’ll review the supported setup and next steps with you.