You oversee several offices. A new assistant is joining to prepare requests for the Québec office. Meo spaces and roles let you give her access to that office’s work while keeping your own view across the organization.
Two choices answer different questions: spaces determine where she works; her role determines what she can do there. Each space holds its own contacts, documents and requests.
For Sophie: Québec and the Editor role
In this fictional example, Sophie is joining the organization to prepare requests and file documents for the Québec office. These are the choices for her first invitation:
| Decision | Choice for Sophie |
|---|---|
| Which spaces? | Québec only |
| Which role? | Editor |
With this role, Sophie can manage Québec’s contacts, documents and requests. She cannot access the other spaces. You can assign her that office’s document preparation using her own account.
Organization access includes future spaces
Organization scope gives access to every current and future space. If you create a Sherbrooke space later, a member with that scope will also have access to it. This choice suits responsibilities that cover the entire organization.
Add Montréal when her work expands
Sophie later takes on requests for Montréal too. Add that space to her access through user management, with no new invitation. She keeps the Editor role in both spaces.
She can now switch between Québec and Montréal to prepare each office’s requests.