Multi-tenant Quick Start Guide

What You Need to Know

Organizations and Data Isolation

• Each organization's data is completely separate from others
• You can only access data from organizations you're a member of
• Your organization's data is protected by multiple security layers

User Roles

1. owner - Organization owner with full access
2. health_admin - Administrator with user management capabilities
3. health_clinician - Clinical staff role
4. health_intake - Intake processing role
5. health_patient - Patient access role
6. health_member - Basic member access

Getting Started

1. Creating an Organization

   • Click "Create Organization" in the dashboard
   • Enter organization name and unique identifier
   • You'll automatically get owner and health_admin roles
   • Your organization space will be created automatically

2. Inviting Users

   • Go to Organization Settings
   • Click "Invite Users"
   • Enter email and select role
   • User will receive invitation email

3. Managing Roles

   • Go to Organization Settings > Users
   • Click on user to modify roles
   • Select new role from dropdown
   • Save changes

Security Best Practices

1. Account Security

   • Use strong passwords
   • Enable two-factor authentication
   • Don't share login credentials

2. Data Access

   • Only access necessary information
   • Log out when finished
   • Report suspicious activity

3. Role Management

   • Regularly review user roles
   • Remove access when no longer needed
   • Use appropriate role for each user

Common Issues

1. Can't Access Data?

   • Verify organization membership
   • Check your role permissions
   • Contact your organization admin

2. Need More Access?

   • Request role change from admin
   • Provide business justification
   • Wait for approval

Getting Help

• Check the full documentation
• Contact your organization admin
• Submit support ticket

Security Reporting

If you discover a security issue:

1. Don't share it publicly
2. Email security@[domain].com
3. Include detailed information
4. Wait for response

Remember: Security is everyone's responsibility!