Managing Workspace Permissions

Effective workspace permission management ensures your team has appropriate access to Whisperit features while maintaining security and compliance. This guide explains how to control workspace access and configure settings.

Understanding Workspace Permissions

Workspace permissions in Whisperit control what team members can access and modify. Proper permission management is essential for:

• Protecting sensitive client information

• Maintaining workflow efficiency

• Ensuring compliance with security policies

• Controlling access to cases, documents, and integrations

Permission Levels

Whisperit workspaces typically include different permission levels to match your organizational structure:

Administrator Access Administrators have full control over workspace settings, including the ability to manage team members, configure integrations, and control access to all features.

Standard User Access Standard users can access workspace features based on their assigned permissions, such as creating documents, managing cases, and using AI tools.

Accessing Workspace Management

To manage workspace permissions:

1. Navigate to the Workspace section from the left sidebar

2. Click on Management

3. Access the permissions and settings controls

4. Configure access levels for team members

Managing Team Member Access

Controlling who can access your workspace

Workspace administrators can invite new team members and assign appropriate permission levels. When adding team members, consider:

• Their role within the organization

• Which cases and documents they need to access

• Whether they require administrative capabilities

• Compliance requirements for your jurisdiction

Configuring Feature Access

Control access to specific workspace features:

Document Layouts Determine who can create, edit, and delete document layouts. This ensures template consistency while allowing designated team members to maintain standard formats.

API Tools Restrict API tool creation and management to authorized users. API integrations can access sensitive data, so limit this capability to administrators or designated technical staff.

Case Permissions Workspace permissions work alongside case-specific sharing settings. Users can share individual cases with colleagues while workspace settings control overall access levels.

Best Practices for Permission Management

Follow the principle of least privilege Grant team members only the permissions they need to perform their work. This minimizes security risks and prevents accidental changes to critical settings.

Regular permission audits Periodically review workspace permissions to ensure they match current team roles. Remove access for departed team members and adjust permissions when roles change.

Document your permission structure Maintain clear documentation of who has access to what features. This helps with onboarding, troubleshooting, and compliance audits.

Use workspace settings strategically Configure workspace-level settings to establish defaults for your team, reducing the need for individual customization.

Train team members Ensure users understand their permission levels and know how to request additional access when needed.

Security Considerations

Protecting your workspace

Maintain security by:

• Regularly reviewing active users and permissions

• Promptly removing access for departing team members

• Using strong authentication practices

• Limiting administrative access to trusted personnel

• Monitoring workspace activity for unusual patterns

Compliance and Data Protection

Workspace permission management supports compliance with legal industry regulations. Configure permissions to align with your firm's data protection policies and jurisdictional requirements.