Companies, common roles and exceptions

Before you begin

• SaaS and holding admin for directory/assignments.

Step by step

1. 01

   Create companies: none inherits people.

2. 02

   Choose common role and allowed companies; an exception replaces common role.

3. 03

   Remove exception to restore common role or revoke company to remove access; test content, search and downloads as the person.

The result to check

Subsequent requests apply revocation and effective role.

Limits and considerations

• No assignment means no access. Holding and company admin differ.
• Platform staff do not automatically receive customer content.

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