We call your team members "Company users". Each company user needs a paid licence.

Broadly speaking, you are likely to assign admin or non-admin roles to your Company users.

Administrators will be able to do everything other than deleting the account. Non-administrators can have granular access rights to specific areas of the platform, such as internal document folders or client portals.

for each Client Groups, determine granular access level:

1. No access - the client will have no visibility into the Client Group

2. Enable for all client portals in this Group

3. Enable for individual Client portals only - you will be able to select individual portals, but if new portals are added, you will need to manually update the role definition to include those new portals in the permissions

4. Enable for access group - this is a very powerful and useful feature that allows you to create teams of users with access to sets of portals. Each set is called an "access group". You need to define "access groups" in each Portal Group and make sure that each new portal is assigned to an access group.

Assigning a portal to an access group can be done when creating a portal

or after it has been created (via the '...' icon):

Users with access to a specific "access group" will automatically gain access to the respective portal.