Verification and eligibility
Organizations should be created by an eligible role, reviewed through the verification queue, and approved before operational dashboard access is treated as trusted.
Role-based access
Partner access should reflect organization type, assigned role, coordinator status, and the specific cases or queues that require action.
Consent and data boundaries
Partner organizations should only see information necessary for care, legal, medical, shelter, police, or governance action in the relevant workflow lane.
Directory quality and accountability
Public-facing partner entries should be reviewed, updated, and tied to clear ownership so stale or misleading records do not weaken trust.
Verification checklist
Operational flow
Step 1
Create an organization record
Step 2
Submit verification request
Step 3
Invite internal admins or members
Step 4
Complete verification review
Step 5
Unlock role dashboard access
Verification gate
Approval determines whether an organization can move from setup into trusted operations.
Access gate
Case visibility follows the role model, not blanket organization access.
Review gate
Admin review remains available for verification, governance anomalies, and closure discipline.
Start organization setup
Use the setup flow to create an organization, submit verification, invite members, and continue into the relevant dashboard after approval.