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Account and access

Distinguish company ownership from workspace access

Understand why an ownership percentage does not grant a login role.

Updated 2026-11-11

Company ownership records and workspace team roles serve different purposes. Adding a person under Ownership documents business information; it should not be treated as an invitation or permission grant.

If an owner needs to use Institution, an authorized administrator should invite their own email through Settings, then Team. Choose the role, permission preset, and services appropriate for their work. The person then signs in and accepts the invitation.

If somebody needs their ownership details corrected, use the company’s Ownership settings rather than editing their membership label. A workspace role named Owner does not update a legal ownership percentage or corporate record.

This distinction also matters when someone leaves an operational role but remains a shareholder. Review access and company records according to the actual change instead of deleting both automatically. If you are unsure which record controls a missing page, start with Team permissions. If a legal or company-record update is required, gather the supporting details and follow the relevant company process.

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