Access in Command is resolved in layers: the organization role sets the baseline, the Knowledge access tier controls what someone can do in that Knowledge area, and folder rules or security overrides can narrow it further. The most restrictive applicable rule wins.
In this section
- Invite people at org or project level with the right role template.
- Apply the five access tiers and folder-level overrides correctly.
- Understand how organization roles, Knowledge tiers, folder rules, and security overrides work together.
- Manage membership across multiple organizations.
- Work the Approvals tab: resend, extend, and revoke invitations.
What's inside
- 01
Inviting people
Send an invite from the project's Team page or the org-wide Team page and choose a role — a role template sets permissions automatically. Invitees are notified and must accept; invitations are auto-accepted on first sign-in. Pending invites are reviewable and cancellable from the Invitations tab.
- 02
Folder-level overrides
The Access drawer in the Data Room manages Knowledge membership and folder rules. Organization role sets the baseline, the Knowledge tier controls the allowed actions, and folder rules plus security overrides can narrow access further. The most restrictive applicable rule wins.
- 03
Multiple organizations
Users who belong to several organizations switch their management context on the Team and Connectors pages. Your primary organization is the earliest one you joined.
- 04
Invite Approvals
Org Owners and Admins get an Approvals tab listing every pending org and project invite in the active organization — not just the ones they sent. Filter by All, Active, Expired, or Email failed, search by email or scope, then Resend, Extend 7 days, or Revoke.
At a glance
| Tier | What it allows | Typical user |
|---|---|---|
| View | Read-only access to files and folders they can see. | Reviewers, observers |
| Read (Download) | View plus download originals and Markdown exports. | Analysts, external counsel |
| Comment | Read plus notes and comments on documents. | Collaborative review |
| Edit | Upload, move, rename, and run AI actions. | Day-to-day contributors |
| Admin | All of the above plus project settings, folders, access, and activity. | Project owners |