Secure owners access
Private access is tied to a specific owner record and address.
Roles and permissions are assigned by administrators, not by the person signing up.
Documents, submissions, and AI answers stay inside the secure portal.
Private access for owners, records, and community reference materials.
Member access
Request access, sign in after approval, or reset your password to return to the private owners workspace.
Private
Member records stay inside the authenticated workspace.
Structured
Questions, uploads, and cases flow into clear lanes.
Grounded
Answers tie back to source documents and reference material.
Secure owners access
What members can do
Approval flow
New members request access here first. An administrator reviews the request and sends an invite only after approval.
The invite email is where the member sets their password. After that, they sign in normally and can change their password later in settings.