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An organisation groups your team’s membership, shared business context, and assets. Workspaces and folders help organise that work. Available features and actions depend on the account configuration and your assigned permissions.

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Check where you are working

Before uploading data or changing an asset, check the selected organisation and workspace using the account controls. Similar asset names can exist in different working contexts. A folder is an organisational structure, not a substitute for checking access. Review the platform’s sharing and permission controls when deciding who should see or change an asset.

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Manage team members

Authorised administrators can open Settings → Team → Team members to manage membership. Review the role assigned to each person and the work they need to perform before changing access. The Team area also includes User groups, Access, and Roles, subject to permissions and plan availability. Use those controls to inspect the actual configuration rather than assuming all members can access every asset.

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Understand a missing action

If you can open an asset but cannot edit, run, share, or delete it, check your role and access to that asset with an administrator. A missing control can also reflect feature availability for the organisation. Editing permissions may affect whether a member counts as a Builder for billing. Review plans and usage before changing the team’s authoring access.

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When someone leaves

Review membership, group access, shared work, and any credentials or scheduled jobs they managed. Reassign ownership responsibilities and verify recurring workflows. Removing a person from the team is separate from revoking a provider credential or retiring their assets. Use workspace cleanup for asset retirement and permissions and credentials for external-source access.