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PXLQuill / Guide 02

Workspaces and access

Know which workspace you are working in and who can edit it.

Workspaces and accessSynthetic demo · Open full-size ↗

01 / Choose the right workspace

Use PXLHub to enter the personal or organisation workspace you need. Personal workspaces remain separate from company membership. Check the workspace label before adding client information or importing evidence.

02 / Separate identity from permission

PXLAccess manages the shared identity and sign-in. Product access and the role within Quill determine the operations available to you. A company membership alone does not imply that every product is enabled.

03 / Manage people through Accounts

For hosted team access, use the Accounts management link rather than treating the local-only password administration screen as the hosted workflow. An authorised administrator can invite users and grant the intended product seats.

04 / Sign out of the suite

Use Sign out of PXLSec when you want to end the shared product session. Signing out of PXLSec does not sign you out of your Google or Microsoft account. Reopen the product and complete sign-in if prompted.

Illustrations use fictional Northstar / Atlas data. Interface availability depends on your role, the selected workspace and report state. Never use real customer data to reproduce a documentation example.
Synthetic demo · Full interfaceOpen original ↗