> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Access control and tenant isolation

> How Casa Conect decides who can see what: organizations, roles, projects, per-document permissions, and the layers that keep one customer's data away from another's.

Every request to Casa Conect is answered by the same question: *who is asking, on behalf of which organization, and are they allowed to do this?* The answer always comes from a verified token and the server's own records, never from what the browser claims.

## Layers of access

<Steps>
  <Step title="A verified person">
    The request must carry a valid sign-in token. See [Authentication](/security/authentication).
  </Step>

  <Step title="An active organization">
    The token names the organization the person is working in, along with their **role** there. Both come from the identity provider, which is the system of record for memberships.
  </Step>

  <Step title="The right role">
    Administrative operations require the **Admin** role: inviting and removing members, changing roles, billing, organization settings, agent inbox configuration, and sharing templates with the organization.
  </Step>

  <Step title="Entitlement">
    Casa Conect OS features (the agent, matters, the editor and the agent inbox) additionally require that the organization has the product enabled and a subscription in good standing.
  </Step>

  <Step title="The resource itself">
    Finally the specific record is checked: is this person a member of the project? Can they see this matter? Do they hold a permission on this document type in this Shared Space?
  </Step>
</Steps>

## Roles

Casa Conect has two organization roles. For a full breakdown, see [Roles and permissions](/admin/roles-and-permissions).

| Role       | In short                                                                                            |
| :--------- | :-------------------------------------------------------------------------------------------------- |
| **Member** | Does the work. Sees organization-wide content and the projects they belong to.                      |
| **Admin**  | Everything a member can do, plus managing people, billing, policies and organization-wide settings. |

## Scopes of content

| Scope                           | Who can see it                                                                                                                                                                       |
| :------------------------------ | :----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Personal vault**              | Only you. Not admins, not the agent on anyone else's behalf.                                                                                                                         |
| **Organization vault**          | Members of the organization                                                                                                                                                          |
| **Project**                     | Organization-wide projects: every member. Private projects: the project's members and organization admins. They are hidden from everyone else, including their linked conversations. |
| **Conversation with the agent** | Private conversations: only the person who started them. Shared conversations: people who can see the project they belong to.                                                        |
| **Matter**                      | Follows its project, or the organization if it has none                                                                                                                              |
| **Shared Space**                | Members of the space, further limited per document type and per summary category. See [Members and teams](/shared-spaces/members-and-teams).                                         |
| **Share link**                  | Whoever holds the link and passes its checks. Not tied to an account. See [Share links](/shared-spaces/share-links).                                                                 |

## Tenant isolation

Casa Conect is a multi-tenant service. Customers share infrastructure, and isolation is enforced in software at several independent layers:

* **Every data operation is scoped** by the organization and user taken from the verified token. There is no code path in which a client supplies an organization identifier and is simply believed.
* **The database schema itself enforces tenancy.** Records are tied to their organization in a way the database refuses to violate, even if application code contained a bug.
* **Search resolves access before it searches.** Document search first works out exactly which documents the person may read, and only then runs the search inside that set. See [Search](/documents/search).
* **Files are private by default.** Storage is never public, and every file access goes through a short-lived signed link issued after an authorization check.

## The agent's access

The agent has **no access of its own**. A session acts as the specific person who started it, with that person's role and project memberships. Every tool call passes through the same authorization as a click in the interface. For email from a verified member, the agent acts as that member. For an allowed external sender, it acts as the organization's agent with a deliberately small set of abilities. See [Agent safety](/security/agent-safety).

## Public share pages

Share links give outside parties narrow access without an account. A recipient is authenticated by their **share session**, not as a user, and that session grants nothing beyond the one link. Share pages have their own rate limits, and PIN attempts are refused outright if the limiter is unavailable.

## What admins can and cannot see

Organization admins can see and manage **every project** in the organization, including private ones, along with the matters and shared conversations inside them. This lets an admin step in when a colleague is away or leaves.

Admins **cannot** open a member's **personal vault** or a member's **private conversations** with the agent. Those belong to the individual.

<Note>
  This page describes our security practices at the level of a help page. We share detailed security documentation, architecture reviews and completed questionnaires with customers on request. Write to [support@casaconect.ai](mailto:support@casaconect.ai).
</Note>
