Delegate access across a portfolio

Assign organization-scoped roles and keep agency access separate between customer tenants.

Expected result

Operators see only explicitly delegated organizations and services.

Delegation model

An agency workspace is a portfolio view, not a shared customer tenant. Policies, evidence and credentials stay attached to the customer organization.

Use analyst access for investigation and separate approver access for disruptive changes.

Verification

  • Invited user sees only delegated tenants
  • Sensitive actions remain approval-gated