Access that matches responsibility
BeforeA job label or group membership is treated as every kind of access.
With SkillSmithSeparate reporting scope, playbook availability, published use and collaboration permissions.
Maintain organization and availability groups
Review people, job roles, manager relationships and work-availability groups to maintain the intended audience for available work.
Inspect organization Edit permitted reporting details Maintain groups
Roles, playbooks and a practical launch plan for your team.

Keep work roles, reporting scope and access separate

Agree the outcome for your first workflow with our team.
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Maintain organization and availability groups
Start with people and job roles. This method makes canonical organization and scope and availability inputs available within its permitted scope.
WORKED DECISION
| Decision point | Information to use | Responsible next step |
|---|---|---|
| Inputs to review | People and Job roles | Inspect organization. |
| Method action | Manager relationships and Groups | Edit permitted reporting details and Maintain groups. |
| Result to inspect | Canonical organization and Scope and availability inputs | Inspect the available result within the permitted scope. |
Connected work across your team
Start with people and job roles. The steps below show the actions and information available for this method.
Super administrator; permitted readers
Start with people and job roles. Inspect organization.
Super administrator; permitted readers
Edit permitted reporting details with manager relationships and groups in view.
Super administrator; permitted readers
Maintain groups. The result includes canonical organization and scope and availability inputs.
BeforeA job label or group membership is treated as every kind of access.
With SkillSmithSeparate reporting scope, playbook availability, published use and collaboration permissions.
BeforeUseful working knowledge remains in an unowned draft.
With SkillSmithBuild, review and reuse resources with owners, versions and collaboration.
Connected information and agent support
Keep the relevant material available at the point it is used. The resource choices below support different parts of the work.
Your work context
People, Job roles, Manager relationships and Groups.
Canonical organization and Scope and availability inputs.

We bring the relevant
context into your work
Maintain organization and availability groups
Canonical organization and Scope and availability inputs.
Our delivery approach
Start with the materials and people you already have. We help make the setup choices explicit before your team uses the method.
Review people, job roles, manager relationships and groups.
What we prepare togetherThe inputs and scope for this method are clear.
Confirm the relevant people and their permitted scope: Super administrator; permitted readers.
What we prepare togetherPeople use the method within the agreed responsibility and access.
Inspect organization, Edit permitted reporting details and Maintain groups.
What we prepare togetherReporting and groups are recorded for separate purposes.
Talk with our team
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
We work with your team to organize the source material, responsibilities and review choices. Start with one useful example, then carry the agreed method into everyday work.
Your materialUse the instructions, forms and references your team already maintains.
Practical preparationConnect the material to the people and responses needed for the method.
A useful walkthroughTry the ordinary route and the point where your team needs a different decision.

VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.

Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
The method provides canonical organization and scope and availability inputs. Reporting and groups are recorded for separate purposes.
The permitted roles are Super administrator; permitted readers. Confirm the people and their access for the selected example.
Review people, job roles, manager relationships and groups. Use those choices to prepare the first example and its permitted scope.
A person's manager changes but the intended work-availability group does not; review those two records for their different purposes.