Security and access
The right people see the right processes.
Choose exactly who can view, edit or approve each process. Each company’s data is kept completely separate.
⊘Another company
Your company
Business Current Account OpeningRequest a new laptopAccount Closure and Final Settlement
Partner · on your terms⊘Another company
Role-based access
Access levels named for what they allow
Or create your own. Grant access process by process.
- Admin
- Manage people, access and the company’s settings
- Can edit
- Build and change processes, manage and accept risks
- Can review
- Approve and publish to your team
- Can view
- Read every process
- Can edit structure
- Keep the org chart current
- Can manage governance
- Keep the registers
- Can view attestations
- See who confirmed each procedure
- Partner
- A consultant working in a client’s company
Sign-in
Signing in
Microsoft sign-inUse your existing work accounts, or require them.
Email and passwordWith self-service reset. Locked for 5 minutes after 5 failed attempts.
Invite-only accountsNo public sign-up. Your admin invites each user.
Directory syncPeople and groups from Microsoft Entra ID.
Sign inEmailPasswordForgot your password?Sign inorSign in with MicrosoftNo public sign-up
Connected AI apps
AI assistants only where you allow them
Your manual in the AI app people already use, on your terms.
One switch for the companyAn admin can turn them off at any time.
Each user agreesNothing connects without their consent.
Read only by defaultDrafting is a separate permission.
Your AI assistantConnected as you · one company
ConnectedReads
Request a new laptopPublished
- Approve the request
- Line manager
- Approve a non-standard specification
- IT Asset Manager
- ✓Sees only what you can see
- ✓Edits drafts, if you allow it
- ✕Can’t publish or delete
- ✕Can’t remove Not for AI apps activities
One space per company
Processes, people and evidence stay separate.
Consultants work in client spaces
Only where they are given access. The client can end it at once.
Separated in the database
Every company table enforces row-level security.
All features
Security, feature by feature
Access levels
Admin, Can edit, Can review, Can view and more, or build your own.
See how it works →Access per process
Give a user, role or department access to one process.
See how it works →Microsoft sign-in and sync
Sign in with Microsoft. People, departments and managers kept in step, and groups set access levels.
See how it works →- Invite-only sign-inPassword or Microsoft, or Microsoft only. No public sign-up: an admin invites each user.→
- Separate company spacesEach company’s data kept apart in the database. Files open only through access checks.→
- Several companies, one sign-inBelong to more than one company and switch between them.
- Read-only for auditorsAn auditor sees who confirmed what, without edit rights.→
- Your logoOn the printed manual and at the top of the app.