Workspace configuration directly impacts data security and compliance. Carefully review access permissions before creating or modifying workspaces to prevent unauthorized document exposure.
Document Access Levels
- Enterprise Level: (Global Access) Documents are accessible by all users linked to the company.
- Workspace Level: (Restricted Access) Documents are accessible only to certain users within a specific workspace.
- Personal Space: (Private Access) Each user has their own personal space where documents are accessible only by them.
Choose the appropriate access level based on document sensitivity and collaboration needs. Enterprise-level access should be reserved for general company information, while sensitive documents should use workspace or personal access.
How to Create a Workspace
To create a workspace, you must be a Super Admin or Company Admin and access the admin panel.Create the Workspace
- Specify the name of the workspace (mandatory).
- Provide a description (optional).
- Associate it with a company (mandatory).
- Save the workspace.
Add a User
- Click on the ”+” button.
- Select the user of your choice to add them to the workspace.
Regularly audit workspace membership to ensure only authorized users have access. Remove users who no longer need access to maintain security.
How to Upload a Document to a Specific Workspace
To upload a document, you must have Doc Manager permissions and follow these steps:- Select the Workspace: Choose the workspace where you want to upload the document from the list.
- Upload the Document: In the document list, you can see which workspace the document is accessible to.
The document filtering system automatically ensures users only see documents they have permission to access. This helps maintain data security while providing a clean user experience.