Frequently Asked Questions
Quick answers about security, workflows, AI, and how teams use Workspace Manager day to day.
Security
Isolated tenants, granular roles, full audit logs
Governance
Approvals with recorded, accountable outcomes
Ownership
Bring your own database, storage, and AI
Common Questions
The questions teams ask most often before adopting and scaling their workflow setup.
How is our data secured within Workspace Manager?
Every organisation is a fully isolated tenant with role-based access control, granular permissions, and a complete audit log of every action. Sensitive credentials are encrypted at rest and never shown again after saving. Documents support per-role access, passwords, expiry dates, and access-count limits.
Can I control who has access to specific documents or workflows?
Yes. Documents and folders carry per-user and per-role permissions with view, edit, and full-control levels, plus optional passwords and expiry dates. Workflow stages are owned by named users or workgroups, and only the designated final approver can record the outcome.
How do workflows actually run?
A workflow is a chain of task stages, each with an owner. Submitting a connected form starts the workflow and routes the first step to its owner. Owners move work forward or back, refer it, or pause it, and decision stages branch on approve, deny, query, or recommend. Every completed run lands on a completion report with the final outcome.
Can I test a workflow before making it live?
Yes. Test Run routes every stage of the workflow to you, so you can rehearse the entire process end to end without involving the real task owners. When you are satisfied, activate Runtime and the workflow goes live across your organisation.
Does Workspace Manager support single sign-on and 2FA?
Yes. You can sign in with Google, Microsoft, or GitHub, use passwordless magic links, and protect accounts with email OTP or an authenticator app. Policies cascade from platform to organisation to user, so admins can require 2FA for everyone.
What does the built-in AI agent do?
The Workspace Agent answers questions about your workspace, navigates you to resources, generates forms from a prompt, and guides workflow construction. It can also perform actions like submitting or approving, but only after your explicit confirmation and only within what your role allows.
Can we use our own infrastructure and AI provider?
Yes. Organisations can bring their own database, S3-compatible storage, vector store, and LLM provider, including OpenAI, Anthropic, Google AI, Azure OpenAI, OpenRouter, and Ollama. Usage is metered per provider and model so you always know what is being consumed.
Does it integrate with the tools our teams already use?
Work can sync with external trackers like GitHub, JIRA, Linear, and Plane.so, with identity mapping so assignees resolve correctly. API tokens let you integrate your own systems, and lists export to CSV, Excel, and PDF.