1. Create Your Organization
An Organization represents the core account structure. A single user can create unlimited Organizations, each with its own users and workspaces.
Organizations typically represent:
A company such as an insurer, financial firms, wealth managers, lenders, and other third-party service providers.
Each Organization has two permission levels:
Administrators: Full access, including organization settings, user management, and the ability to see values.
Members: Can access the Organization but cannot change settings or view appraisal values.
Only Administrators can view appraised values—this applies to both Owners and Providers.
2. Set up Workspaces
Within each Organization, you can create unlimited Workspaces to manage distinct projects, clients, or business units.
A few key things to know:
Workspaces are created by Organization Administrators
Users must be added to each Workspace individually, even if they belong to the Organization
A single user can belong to many Workspaces across multiple Organizations
Workspace-level permissions include:
Viewer: Access to basic cataloguing details, restricted from valuation data.
Editor: All Viewer access + ability to upload/edit artwork data and documents
Manager: Full access to Workspace settings and the ability to view appraised values
Only Workspace Managers and Editors can see valuation figures and appraisal documents.
Permissions can be adjusted from:
Organization Settings (Admins only)
Workspace Settings (Managers only)
Account Policy Note:
If you are removed from an Organization and are not a member of any other Organization, your account will be deleted after 30 days. This action is not reversible.
If you are removed from a Workspace, you will still retain access to the Organization, but you will no longer see any artworks or valuations in that Workspace.
4. View Valuations
If have appropriate permissions, you may view current valuatinos on the Portfolio Page view for each client, or granular data on each artwork’s page, you’ll see the date of the Last Appraisal for that artwork:
FMV is valid for 6 months
RRV is valid for 1 year
5. Appraisal Reports
Service Providers cannot generate Appraisal Reports. Art owners must generate reports, which then may be shared to Service Providers. Reports are attached to each artwork page included in that report.
Service Providers may download CSV and PDF files of client portfolios by clicking 'Export' on the Portfolio Page of each client.
7. Adding People to Your Organizations and Workspace
Both Art Owners and Service Providers can manage team members by inviting them to their organizations or workspaces.
Step 1: User Account Setup
Before someone can be added to an organization or workspace, they must first create a user account on the platform.
Step 2: Sending an Invitation
An Admin within the organization can send an invitation to the user.
Step 3: Accepting an Invitation
The invited user will:
Navigate to the Invitations tab in the left-hand navigation bar.
Go to Organizations to view pending invitations.
Choose to Accept, Reject, or Block the invitation.
Workspaces
The same process applies for Workspace invitations.
Super Admin Settings
A Super Admin may configure an organization so that when members are added, they are automatically added to specific workspaces.
This ensures smooth onboarding and access across teams, whether you're managing valuations, logistics, or insurance workflows.