How It Works

Follow each step in Cards.

  • A title alone does not grant access.
  • Cards Support can diagnose access but should not bypass the organization’s decisions.
  1. 01

    Confirm the selected organization.

    Cards screen demonstrating step 1: Confirm the selected organization.Confirm the active Workspace identity
    Step 1 screen focusConfirm the selected organization.
  2. 02

    Identify the person’s role, such as Worker, Manager, Client, Admin, or Finance.

    Cards screen demonstrating step 2: Identify the person’s role, such as Worker, Manager, Client, Admin, or Finance.Review the role shown for each user
    Step 2 screen focusIdentify the person’s role, such as Worker, Manager, Client, Admin, or Finance.
  3. 03

    Review team and Project scope in addition to the role name.

    Cards screen demonstrating step 3: Review team and Project scope in addition to the role name.Review organization, Team, capacity, and Access together
    Step 3 screen focusReview team and Project scope in addition to the role name.
  4. 04

    Check the controls and information visible from the affected account.

    Cards screen demonstrating step 4: Check the controls and information visible from the affected account.Compare Membership roles and Project scope
    Step 4 screen focusCheck the controls and information visible from the affected account.
  5. 05

    Ask an authorized Workspace Owner to change access when responsibilities change.

    Cards screen demonstrating step 5: Ask an authorized Workspace Owner to change access when responsibilities change.Workspace Owners manage role and status here
    Step 5 screen focusAsk an authorized Workspace Owner to change access when responsibilities change.
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