Understand staff roles and customer permissions

Identify the right access decision

Staff managers administer sales-team membership and management tools. In Orchesphere, a workspace owner manages customer membership, roles and capabilities. These are separate decisions; neither should be inferred from a person’s title or access to a demo.

1. Identify the staff portal or specific customer workspace involved.
2. Describe the tasks the person must perform.
3. Ask the responsible manager or owner to assign and review that access.

• A salesperson does not receive manager-only CMS, store or team administration.
• A prompt engineer receives assigned workspace capabilities, not general sales access.

Check invitations and permission changes

An invited person must complete email verification before access becomes active. A workspace owner can assign command capabilities and separately grant support access to an active prompt engineer. Customer owners and observers can use their workspace’s support conversations; engineer support access requires that explicit grant. The current external execution boundary still applies.

• Confirm the intended email, role and workspace.
• Review whether the membership is active, invited or revoked.
• Keep at least one responsible active manager or owner where the application requires it.

When access is broader or narrower than expected

Stop the affected task and ask the responsible administrator to review the assignment. Do not share another person’s sign-in link as a workaround.

• The task, workspace and expected capability.
• The visible action or access error.
• The owner or manager who can approve the correction.