People and access

Manage organization membership separately from vault access.
View as Markdown

Alpha has two access layers: the organization and the vault. Joining an organization does not automatically grant access to every vault unless the member is an organization admin.

Roles

RoleOrganization accessVault access
UserCan use the organizationOnly vaults they join or are added to
ManagerCan manage assigned workOnly vaults they join or are added to
AdminCan manage the organizationEvery vault in the organization

Vault membership can grant reader, editor, or manager capabilities within a specific vault.

Invite a person

Invite a person from Settings > Members & access. They receive an email and join with the organization role you select. Grant vault access separately unless they are an admin.

An invited person sees existing vaults they can use during onboarding. Their personal keywords and domains apply to their own connected accounts, so they can add relevant work without changing another member’s routing.

Access requests

If a person sees a vault they cannot open, they can request access. Every vault admin receives an in-app notification and email. The approver chooses the person’s vault role and can add them to other relevant vaults at the same time.

The requester receives a notification when the request is approved or rejected.

Notifications

The Inbox in the left navigation collects access requests, approvals, agent updates, task reminders, and ingestion issues. Use it as the shared place for work that needs a human decision.