Governance
Owner, Admin, Editor, and Viewer are the roles in the product. Owners control billing and can transfer the workspace. Admins manage members and integrations. A role change is written to the audit log.
Enterprise
Security review starts with the audit log.
See who was invited, whose role changed, and which sources the workspace allows. Book a demo and bring the questionnaire.
Book a demoNorthwind workspace. Example rows for the layout.
| When | Event | Detail |
|---|---|---|
| Mar 4 | Role changed | Editor to Viewer |
| Mar 4 | Member invited | Editor |
| Mar 3 | Connector policy | Web research allowed |
| Mar 2 | Settings updated | Google sign-in allowed |
Capabilities
What an admin can do today
Identity
Owners can allow Google or Microsoft sign-in for the workspace. Self-serve SAML and directory sync are not available yet.
Content access
Editors create and edit documents. Viewers have read-only access. Admins manage members and integrations, and cannot transfer ownership.
Connectors
Slack, Google Docs, Sheets, Gmail, Calendar, Drive, OneDrive, Outlook, and web research can be connected from the workspace. Other catalog entries need setup before they run.
Audit
The workspace log records invites, role changes, sign-in setting changes, connector policy, brand edits, and billing changes. Admins can filter it and export CSV.
Compliance
The Trust Center publishes the sub-processor list and the current security posture.
Open the Trust CenterRollout
Four-week rollout
The four weeks follow capabilities that are already in the product: the workspace, roles, the sign-in options that exist today, connectors that are available, and the audit export.
- 01
Workspace
Create the organization and invite the owners and admins.
- 02
Access
Assign Editor and Viewer. Allow Google or Microsoft sign-in when the company uses them.
- 03
Sources
Connect Slack, Google, Microsoft, and web research. Leave catalog entries that still need setup until they are ready to run.
- 04
Questionnaire
Export the audit log and bring the security questionnaire to the demo.
Bring the questionnaire.
Book a demo. We will walk the audit log, the roles, and the connectors on a workspace like the one you would administer.
Book a demo