org for the same object.
One person can belong to several workspaces. Each workspace has its own access
and configuration. For example, a team can keep an internal testing workspace
separate from a client workspace, with different credentials, data, and funding.
Workspace creation and access
Create another workspace when a team, customer, or environment needs its own configuration and data boundary. The dashboard, CLIorg create, and SDK
workspaces.create support this workflow. The CLI also selects the created workspace. Each new workspace still needs
its own provider connections and funding.
Workspace settings also control how people join. Invitations and configured
verified-domain access connect a person to the team. The person’s membership
then determines their role. Enterprise workspace owners and admins can configure
supported OIDC or SAML single sign-on, including domain verification. The
API reference and deepline org sso --help describe
those controls.
People and roles
Members share the workspace’s available operations. Roles determine which workspace-wide settings they can change:
The workspace’s team settings show members and invitations. Provider access
also depends on authorization in the provider’s system. A Deepline admin role
does not grant access to an unrelated CRM or advertising account.
Roles do not replace approval for a particular outcome. A member may be able to
call a CRM action, while the team still needs to approve the proposed record changes.