Customer accounts represent the organizations or teams who use the platform to manage their own internal operations and to create client-facing accounts. A customer account is where administrators set up their environment, manage their team, and create client accounts where facilitation or collaboration work takes place.
Client accounts are created within a customer account. These accounts are typically used to run sessions, store reports, collaborate with end clients, and share materials. While created by the customer, client accounts have their own roles and permissions, and may include external participants.Client accounts operate independently from customer accounts but inherit some management capabilities from the customer users who created them.
Roles determine a user’s capabilities across both customer and client accounts. Although certain actions may occur in different contexts (customer vs. client), the core role definitions remain consistent.
