Act inside an organisation as staff

Enter an organisation able to act, see what it looks like inside, change a setting for them, and find your visit in their audit trail.

Length
3 min, 5 steps
For
Sensolytica staff
Starts on
/all
Shown as
Liam, sensolytica staffIllustrative
Recorded in the portal with the illustrative Westmouth demo data. English captions.
  1. All organisations

    Every tenant side by side, most in need first. Filter by kind, health or plan.

  2. Reason, then Able to act

    Able to act signs your changes as Sensolytica staff and flags them in their trail.

  3. The staff bar

    Their portal, as they see it, with a bar that says you are acting as staff, and why.

  4. Organisation details

    Settings work as for their admin. The change is signed as staff.

  5. In their trail

    They can read your visit, reason and changes. Leave ends the visit.

Read the subtitles

From Organisations, open All organisations, by health. Every tenant is side by side, the ones that need attention first. Filter by kind, health or plan. Each row has Detail and Enter.

Choose Enter on Westmouth Rowing Club. Give a reason, here Set-up, and a note for them. Read only is right for most support. Able to act lets you change settings, and every change is signed as Sensolytica staff.

Choose Enter able to act. You see their portal as they do, with a bar across the top that says you are acting there as Sensolytica staff, why, and since when.

Open Settings, then Organisation details, and add the club phone number. Save details and confirm. The change is signed as Sensolytica staff in their trail.

Their audit trail shows your visit and the change, under your name, for their admins to read. When you are done, choose Leave on the bar. The visit closes in their trail and you are back on the platform.

Try it in the portal

Sign in with your work email. Your own organisation's records, nodes and units take the place of the Westmouth ones.

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Checked against the portal on 15 October 2026. Westmouth names, vessels, units and figures are illustrative. General guidance on using the portal, not legal, regulatory or financial advice.