A member can reach a record only when firm module activation, role permissions, any policy rules, and record-level access all permit it. Matter teams, departments, conversation participants, portal grants, and ethical walls can affect the final result.
When diagnosing access, identify the exact member, route, action, and record. Avoid solving a record-level issue by broadening the role for the whole firm.
Security provides the firm's available session and security posture controls. Use Audit Log for the event record. Revoke access or sessions promptly when an account is compromised or a member leaves.
Sign-in configuration and SCIM provisioning are administrative identity surfaces and can depend on enterprise configuration. Establish an emergency owner path before enforcing an external identity provider. Test create, update, disable, and reactivation with a non-owner account.
Provisioning should manage current access without deleting authored legal, billing, or audit history.