Invite people to the workspace and give them the right role.
Security & Control
Control who can access the workspace and what they can do.
Security & Control helps owners and admins manage access, roles, workspace settings, billing, integrations, and audit logs. It keeps uploaded files, extracted tables, and exports under clearer control when more people start using the app.
Why Security & Control helps
When more people join the workspace.
When only one person is working, control is simple. When more people join, you need to decide who can view, review, edit, manage billing, or change settings. You also need a record of important actions across files, tables, and exports.
Keep owners, admins, reviewers, members, and viewers separate.
Let some people view only, while others can review or manage settings.
Track important actions with audit logs.
Manage workspace settings, billing, integrations, and security from one place.
How it works
Set access, roles, and rules.
01
Create the workspace setup
Set the workspace name, defaults, and basic settings.
02
Invite people and assign roles
Choose who should be owner, admin, member, reviewer, or viewer.
03
Control access and billing
Decide who can manage settings, integrations, and billing.
04
Check logs and security settings
Use audit logs and security settings to keep the workspace under control.
Inside Security & Control
What you can manage.
Members & roles
Choose who can join the workspace and what they are allowed to do.
Workspace settings
Update workspace details and basic workspace preferences.
Billing and usage
See plan details, usage, and who can manage billing.
Audit logs
Keep a record of user and system actions for accountability.
Access control
Make some people view-only and allow others to review or manage.
Security settings
Manage security-related controls for the workspace as the app usage grows.
Where it fits
Security & Control works across the whole app.
It is not one step in the data flow.
Security & Control sits across Documents, Review Studio, Datasets, Templates, Exports, and Settings. It controls who can access the workspace and who can manage important parts of the workflow.
Why this matters
Know who can do what.
When roles and access are not clear, mistakes happen. Security & Control helps keep ownership, permissions, and admin actions clear as the workspace grows.
What you get
A controlled workspace.
- Clear roles for each person.
- Safer access to workspace settings.
- Audit logs for important actions.
- One place for billing, settings, integrations, and security controls.
Keep the workspace under control as more people join.
Use Security & Control to manage access, roles, settings, billing, and audit logs in one place.