Frequently asked questions
This FAQ collects the questions prospective customers and new administrators ask before they read the full guides: how tenants are isolated, how SSO works, what happens to data when someone leaves, and where to get support. Answers are concise on purpose; each topic links to deeper documentation as your question grows more specific.
Bookmark it for board prep, RFP responses, and internal IT reviews.
Overview
Section titled “Overview”Tenancy: Your organization’s data lives in a dedicated tenant boundary; users cannot browse across tenants without separate instances and explicit business process.
Access: WorkOS powers authentication; roles and optional overrides determine authorization inside the tenant.
Data integrity: Core fundraising entities are relational and auditable; custom fields extend the model with typed metadata rather than unstructured chaos.
Help: Use in-product support paths and your customer success contact for plan-specific questions; this FAQ will accumulate timestamps and version notes as answers evolve with the product.