Always-on member settings
Every signed-in member keeps control of their own profile, security posture, and notification preferences.
ProfileSecurityNotifications
Public Workspace Guide
Organizations on Assessorly
Choose the right workspace model, understand how access expands across the organization surface, and match each team to the right level of control.
Every signed-in member always gets Profile, Security, and Notifications. Organization admins belong in Owners when they should inherit the full allowed workspace for their org.
Workspace structure
Designed as one coherent product surface
The Organizations workspace stays consistent across every customer. What changes is how deep the workspace goes into governance, operations, analytics, and integrations.
Organization administration
Owners and admins manage org identity, membership, access groups, invitations, and customer-facing presentation.
DetailsMembersGroups & Permissions
Operational modules
Portfolio and enterprise workspaces unlock the tools teams need to run appeals, intake, and execution programs.
CalendarReportsFile Intake
Analytics + integrations
Broader packages expand into reporting, payments, e-sign, and API workflows without breaking the same shell.
OverviewPaymentsWebhooks & API Keys
Access levels
Default access bands map responsibility to scope
Every organization can start with the same four roles, then layer custom groups as needed. The presets below establish the baseline.
Access level45
Owners
Full control across the organization
Assign to organization admins, program owners, and the people accountable for the full allowed workspace.
Full allowed workspace coverageBest default for org adminsOwner-only policy and elevation actions
Access level43
Admins
Manage org settings, members, groups, and invites
Assign to team leads who manage members, groups, invitations, and setup without owner-only actions.
Strong org management coverageMember, invite, and permission administrationGood fit for day-to-day operators
Access level25
Analysts
Create/read reports and manage analysis-related data
Assign to execution teams that work inside reports, queue management, intake, and analytics-heavy flows.
Operational and reporting accessBuilt for execution teamsIncludes analytics surfaces
Access level24
ReadOnly
Read-only access to org data
Assign to leadership, auditors, or partner observers who need visibility without edit authority.
Visibility across the workspaceLow-risk stakeholder accessNo write-heavy administration
Recommendations
Pick the organization profile that matches scope
Each profile expands the same foundation. The right choice depends on how much operations, analytics, and integration surface your team actually needs.
Best for branded partner portals
Co-brand (B2CA)
Co-branded partner access centered on reports, branding, and core organization controls.
8workspace pages
30allowed permissions
Programs that need co-branded reporting access, light analytics, and core organization controls.
- Keep the experience branded without exposing the full operations stack.
- Support partner admins with member, invite, and co-branding controls.
- Deliver a clean reporting-first workspace for external teams.
DetailsMembersGroups & PermissionsInvitationsCo-brandingFile IntakeReports+1 more
Best for portfolio visibility
Portfolio holder (B2B)
Portfolio-facing access for reporting, billing, and operational analytics without the full SaaS workspace.
10workspace pages
32allowed permissions
Asset managers and portfolio operators who need billing, reporting, calendar workflows, and broader analytics.
- Add operational reporting without the full enterprise admin surface.
- Give internal teams better billing and calendar visibility.
- Expand from co-branding into portfolio performance management.
DetailsMembersGroups & PermissionsInvitationsBillingAppeals CalendarReports+3 more
Best for full enterprise operations
Full Enterprize (SaaS B2B2C)
Full customer workspace access across organization management, operations, analytics, and integrations.
21workspace pages
45allowed permissions
Teams running the entire customer workspace across operations, analytics, integrations, and support.
- Unlock the deepest workspace coverage across execution and admin flows.
- Pair org governance with CRM, vendor, intake, and integration tooling.
- Give owners the full allowed enterprise experience by default.
DetailsMembersGroups & PermissionsInvitationsImpersonationCo-brandingBilling+14 more
Feature coverage
See how capability depth expands by profile
This view compares major workspace families instead of every single page, so the differences are easier to scan at a glance.
Member self-service
Always-on personal workspace access for profile, security, and notification settings.
Co-brand (B2CA)3
Portfolio holder (B2B)3
Full Enterprize (SaaS B2B2C)3
Organization governance
Org profile, members, groups, invitations, permissions, branding, billing, and owner-level controls.
Co-brand (B2CA)21
Portfolio holder (B2B)21
Full Enterprize (SaaS B2B2C)25
Operations workspace
Queues, reports, widgets, intake, vendor workflows, and CRM-style execution tools.
Co-brand (B2CA)2
Portfolio holder (B2B)2
Full Enterprize (SaaS B2B2C)7
Analytics
Portfolio, win/loss, employee, and geographic performance visibility.
Co-brand (B2CA)1
Portfolio holder (B2B)3
Full Enterprize (SaaS B2B2C)4
Integrations
E-sign, payments, and API connectivity for production workflows.
Co-brand (B2CA)0
Portfolio holder (B2B)0
Full Enterprize (SaaS B2B2C)3
Support + communications
Help center, feedback, and newsletter touchpoints inside the workspace.
Co-brand (B2CA)3
Portfolio holder (B2B)3
Full Enterprize (SaaS B2B2C)3
Next step
Need help choosing the right organization setup?
We can map your team structure, access model, and rollout goals to the cleanest starting profile.