User Guide

Account & policies

Security & controls

Security & controls gives workspace managers one place to set the safeguards that apply to their organisation. Available controls depend on the plan and your permissions.

Sign-in and member access

Set up two-step sign-in, review an Enterprise SSO request and grant member permissions according to the work each person needs to perform.

AI and retention controls

Workspace managers can enable or disable individual AI features, set a monthly qualification-check limit and choose the organisation's retention period.

Audit history

Use Audit history to review customer-visible changes to members, settings, invitations, approvals and protected pursuit actions.