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Users & access

A Backfield user belongs to one or more organizations. Within each organization, access is built from an organization role, workspace membership, and Stylebook editing rights.

If a person belongs to several organizations, they choose one when signing in and can switch organizations from the left-rail organization switcher. Backfield keeps each organization's projects and settings separate.

How access works

  • Organization membership is the starting point — a person must belong to your organization before they can do anything.
  • Organization role is either member or organization administrator.
  • Workspace access determines which grouped projects a member can open in Agate.
  • Stylebook editing access determines which Stylebooks a member may curate. It is managed separately because one Stylebook can serve several projects or workspaces.

Members and organization administrators

Role What it means
Member Can work in assigned workspaces and projects, and can edit only the Stylebooks explicitly assigned to them
Organization administrator Can access all projects and Stylebooks and manage users, Stylebooks, AI models, integrations, webhooks, and other organization-wide settings

A member's day-to-day work can include building and running flows, reviewing processed items, and curating an assigned Stylebook.

When access changes

Organization administrators can change a user's role, display name, workspace memberships, and Stylebook editing access independently. They can disable an account or re-enable a previously disabled one. Removing organization or project access invalidates affected user-owned API keys on their next request, because those credentials are checked against the owner's current access every time.

Why this matters for security

Some settings involve sensitive credentials — provider keys for AI models, geocoding services, or cloud storage. These are restricted to administrators so that keys and billing boundaries stay protected. Everyday editors can use the configured services without ever seeing the underlying secrets.

Newly provisioned users may be required to replace a temporary password before they can open other parts of the platform.

For programmatic access (your own scripts and applications), use a project API key instead of sharing a personal login.