Security

How the Security utility toolkit handles user accounts, permissions, impersonations, and per-organization setup

The Security toolkit owns identity and access for the platform: user accounts, roles, permissions, impersonations, and the organization-level configuration that wires these together.

Use the pages in this section when you need to:

• Provision a new organization or customize an existing one — see Setting Up New Organizations.

• Grant a staff member temporary access to another user's session — see Impersonations.

• Understand or audit which roles can do what — see Permissions and Permissions (Proposed Improvement).

• Trace how a user's organization membership controls visible data — see Organization Collections.