Organizations

An Ayliea organization is a shared workspace that lets multiple team members collaborate on assessments, share results, divide remediation work, and generate reports together. Every engagement client works within an organization.

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Creating an Organization

Your organization is created as part of getting access to Ayliea — see Getting Access for how account and organization provisioning works. The person your team designates during scoping becomes the Owner. If your organization already exists and you have been invited to join, you do not need to create one — accept the invitation link from your email to join automatically after signing in.

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Roles

Organization members have one of three roles that determine what they can do within the workspace. Roles are assigned when sending an invitation and can be changed at any time by an Owner or Admin.

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Inviting Team Members

To invite someone to your organization:

1. Navigate to Organization from the main navigation
2. Open the Members section and select Invite Member
3. Enter the invitee’s email address and select their role
4. Click Send Invitation

The invitee receives an email with a secure link. After clicking the link and completing sign-up (or signing in if they already have an account), they are automatically added to your organization with the assigned role. Pending invitations are visible in the Members section and can be cancelled before they are accepted.

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Managing Members

Owners and Admins can view all organization members, change member roles, and remove members from the organization. Member changes take effect immediately. When a member is removed, their assessment contributions and assigned recommendations remain visible to the organization. Only their active access is revoked.

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Shared Assessments

Within an organization, assessments and their results are visible to all members. This means:

• Any member can see assessment scores, category breakdowns, and recommendation lists
• Recommendations can be assigned to specific members for ownership
• Report generation is available to all members

There is no concept of a private assessment within an organization workspace — all completed assessments are shared by default.

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External Auditor Access

To share results with an external auditor, use Report Sharing rather than adding the auditor as an organization member. Auditor share links provide scoped, time-limited access to specific reports without granting any access to your live workspace or assessment data.

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Organization Settings

Owners can configure the following from Organization Settings:

• Organization name — displayed on reports and in the workspace
• Custom branding — upload a logo for use on generated PDF reports
• Member management — invite, remove, and change roles