Reselling a seat is the wrong model
A consulting practice that creates one account and hands clients extra logins has built a blended tenancy. Injury logs, training records, and visit notes then live in a space the practice controls and the client cannot revoke. That arrangement fails a confidentiality conversation and fails an inspector who asks whose record this is.
The durable model is the opposite: each client owns a SafeGora workspace. The practice is a granted participant, not the landlord.
What a grant is — and what revocation does
Access is proposed by the practice and accepted by the client. The client sees the scope and can revoke it. Revoking a grant deprovisions the practice's seats in that workspace. Switching into a granted client is audited, so the provenance of who entered which tenant is part of the record.
- The client accepts the grant. Nothing is active before that.
- Scope is visible to the client, not hidden in a reseller console.
- Revocation is immediate for the practice's seats.
- An audited switch is how a consultant works in the client's own records.
Importing a book still waits for the client
Practices that already serve a book can propose connections through a guided wizard or a CSV import. Every row is a proposed grant. The platform will not silently attach a client because a spreadsheet said so. That is slower than a bulk upload into a shared folder — and it is the point.
What stays out of public marketing
Partner economics — the published revenue-share rate and payout cadence — live on the partner page, not in this guide. Band fees and named-consultant counts complete in-product. Isolation and grants are the product facts this page is allowed to explain.
References and further reading
Check the current source and your worksite’s requirements before acting.
Frequently asked questions
See how grants work on the practice layer
SafeGora supports your consulting practice: client portfolio, visits and deliverables, with access each client grants.