Administration guidance
Manage team and access
Invite members and assign the narrowest role that matches each person's responsibility.
- FOR
- Organisation administrator
- OUTCOME
- Use RAQOZ to invite members and assign the narrowest role that matches each person's responsibility.
Before you begin
- Organisation administrator access, or another role explicitly permitted for the setting.
- The organisation has agreed the control or operating decision before configuration.
Guidance
- 1
Invite the intended work email into the correct organisation.
- 2
Assign one of the supported roles based on the person's actual duties.
- 3
Check that approvers and operational users can reach the records they need.
- 4
Remove or change access promptly when responsibilities change.
Evidence RAQOZ retains
- Invitation and membership status
- Assigned role
- Access changes and actor
Common issues
A configuration change behaves differently than expected.
Review scope, effective date, inheritance and status. Use a representative test or no-write simulation before activating a policy change.
A prior transaction appears to use an older rule.
That may be correct. Effective-dated versions preserve the policy context used at the time instead of rewriting history.
Related articles
Last reviewed 2 September 2026. Review against the current production release before relying on exact screen behavior.