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Your organization

Browse all the guides in this topic.

18 guides
  1. MFA (multi-factor authentication) – additional protection for your members and clients
  2. Create & manage members groups
  3. Work with Your Team
  4. Manage Your Projects
  5. Managing Access to Pages
  6. Managing access to folders and subfolders
  7. Roles and Permissions in Team Accounts
  8. Guest accounts
  9. Business/Teams account | Branding
  10. Forbidding of editing of individual blocks
  11. Multiple organizations under one account
  12. Manage workspaces in organization
  13. Organization Console | Manage members in Business/Teams account
  14. Business/Teams account | Set access permissions
  15. Invite members and clients
  16. Organization Console | Manage your Organization
  17. Business/Teams account | Getting started
  18. Chat in FuseBase

Frequently asked questions

How do I add my team and give each person the right access?

Welcome individuals to the organization, assign the position, and allocate them to workspaces they require. Member groups allow you to grant access to a single group instead of setting up the same group per member. One can also restrict access to one folder or a page where the general rule should not take precedence.

What is multi-factor authentication and should we turn it on?

Multi-factor authentication requires a second authentication of identity (typically a phone-application-generated code) on top of the password. It provides great security against a password that has been leaked and it can cover members and the clients that you invite. Switch it on prior to client content entering into a portal.

Can I stop people from editing one part of a page?

Yes. A block can be locked, and the rest of the page will remain editable, with a fixed block, like agreed terms or a completed header, not allowed to be edited. This, along with page and folder permissions, allows you to share a working document without jeopardizing the sections that need to remain verbatim.

What is a guest account for?

A visitor receives access to certain pages or folders instead of an entire workspace, which is appropriate to a contractor, a reviewer or any other person who has a single need within a limited time. Those clients whom you serve on a continuing basis tend to be in a portal rather, where the space is branded and structured around them.

How do we stay in control when AI agents work in our account?

An agent operates inside the same permission system as a person. You give it a role, the information it may use and the actions it may take, and it cannot reach what that role cannot reach. Review requirements are your call, so an agent can draft while a person approves anything sensitive.

What is the kitchen and dining room idea?

Your team is in the kitchen and the guest in the dining room. They are varying experiences with varying permissions and are related to a single operation. FuseBase provides you with both, integrated, rather than a portal riveted onto a different workspace.

Can we put the portal on our own domain?

A custom domain is enabled, meaning that the portal resides on a URL owned by your business. It is available based on your plan, and you should be certain of it to your account before you guarantee it to a client.

Who is FuseBase built for?

Businesses and departments that produce work that is presented to the customer: agencies, consultancies, professional services and the customer facing division of larger corporations. The platform has been serving that audience since 2014 and the client portal is a part, which is actually seen by the client.

Do we have to move everything off our current tools?

No. FuseBase can be scaled to what you already have instead of requiring a migration initially. The typical beginning is to incorporate the client facing layer to an existing internal configuration and bridge the two and increment more only when it is profitable.