Agencies and partners often manage several client domains, with different people responsible for billing, administration, review, and remediation. The Pluro Organization Hub guide describes access controls that should be reviewed before inviting a team.

Organization Hub basics

The existing guide describes a Company Owner, organization approval, Billing and Users tabs, and roles including Admin, Editor, and Viewer. These role names and invitation rules should be rechecked against the current release.

Recommended setup

  1. Define who owns each client relationship and licensed domain.
  2. Assign administrators only where necessary.
  3. Invite team members with the least privilege required.
  4. Confirm which domains each editor or viewer can access.
  5. Verify who may change report statuses or assignments.
  6. Review membership when an employee or agency relationship changes.

Report permissions

The HTML report guide describes restrictions based on Organization Hub roles and specific domain assignment. See HTML Report page functionality for the documented restrictions.

References

Product verification before publication: Confirm partner workspace features, organization invitation flow, allowed cross-client permissions, and licensing/billing responsibility.