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Manage People and Access in Batoi Flex

Give people the minimum Flex access required for their operating responsibilities.

4 min readVerified Jul 25, 2026Batoi Flex
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What this page helps you accomplish

Give people the minimum Flex access required for their operating responsibilities.

Batoi Flex · Core workflows
Accountable roleWorkspace Admin
Business taskPermissions
Completion signalThe person has appropriate workspace access with a traceable owner and review point.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Permissions

Give people the minimum Flex access required for their operating responsibilities.

3 Verify

Observable business result

The person has appropriate workspace access with a traceable owner and review point.

Potential issue and recovery

The invitation is not received or access is broader than intended.

Recommended recovery: Verify invitation status and identity, correct the role or team scope, resend only when appropriate, and revoke superseded access promptly.

Who should use this article

This article is for Workspace Admins who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
  • Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Manage People and Access in Batoi Flex workflow Invite or select person followed by Assign least privilege followed by Verify access followed by Review regularly followed by Change or revoke. Manage People and Access in Batoi Flex Invite orselect person Assign leastprivilege Verify access Review regularly Change orrevoke
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.
Batoi Flex workspace navigation showing the Settings area used for team and access management
Workspace access begins with the correct workspace, role, team responsibility, and least-privilege review.

Complete the workflow

  1. Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
  2. Open the current product area. Open Settings and Team and Users as an authorized Owner or Admin. Confirm whether the person is new, already invited, or changing responsibility.
  3. Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
  4. Perform the task. Assign the narrowest current role and team scope that supports the work, set any effective access boundary, and send or update the invitation.
  5. Review the result. Confirm the person, role, team, workspace, start or end condition, and whether any prior access should be removed.
  6. Verify and retain the outcome. The access register shows the intended role and the person can reach required pages without gaining unrelated permissions. Record every exception and follow-up with an owner and review date.

Verify the result

  • The workspace, role, record, period, and Industry Pack still match the intended scope.
  • The person has appropriate workspace access with a traceable owner and review point.
  • The visible status, source evidence, owner, exception, and next action agree with the completed work.
  • An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
The invitation is not received or access is broader than intended.Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence.Verify invitation status and identity, correct the role or team scope, resend only when appropriate, and revoke superseded access promptly.
The expected page or action is missing.Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.Source ownership, date range, status definitions, duplicate records, latest update, and correction history.Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Do not publish user lists or contact details. Access screenshots must exclude email addresses, phone numbers, invitation links, and identity records. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Ask Batoi Intelligence to identify stale or unusual access patterns from permitted access metadata, then require an Owner or Admin to decide each change.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.