Client Orgs is a two-tier structure. The top tier, known as the Primary Org (default), can have content that is shared with all Client Orgs. Content created at the Client tier, however, will be private.
In a standard installation of Yellowfin, there are initially no clients, just the default tier. A Client Organisation is identified by a Client Reference ID, which is a unique text identifier assigned when the client is created. Yellowfin can use this ID as an Access Filter.
Content that belongs to the Primary Org will also be visible to the Client Org tier, allowing the same content to be used across multiple clients.
A user's role follows them across all Orgs they have been granted access to. For example, if a user is given an Administrator role, they will have access to the corresponding functionality at any clients they have access to.