Workspace Administration

This guide covers common workspace admin tasks — managing users, roles, and settings.

Inviting Users

1. Navigate to Organization Settings → Users.
2. Click Invite User.
3. Enter the user's email address and select a role:

Role	Access
OrgOwner	Full administrative access, including billing and plan management
OrgAdmin	Manage sites, users, evidence, and settings (no billing)
OrgVisible	Read-only access to dashboards and evidence
Auditor	Read-only access to evidence packets and compliance reports

4. Click Send Invite. The user will receive an email with a link to join your workspace.

Auditor Access

For external auditors, use the Auditor role. They can view evidence packets and compliance reports but cannot modify any settings or data.

Managing Roles

To change a user's role:

1. Go to Organization Settings → Users.
2. Click the user's current role badge.
3. Select the new role from the dropdown.
4. Click Save.

Role changes take effect immediately on the user's next page load.

Workspace Settings

Allowed Origins

Control which domains can send telemetry to your site. Navigate to Site Settings → Allowed Origins.

• Use * to accept traffic from any origin (not recommended for production).
• Add specific domains like https://app.yourcompany.com.
• Subdomains are not automatically included — add each explicitly.

Privacy Controls

Privacy controls are configured per-site. See the Privacy Controls Guide for detailed configuration options and their impact on evidence outputs.

Common Tasks

Transfer Ownership

Only an OrgOwner can transfer ownership. Navigate to Organization Settings → Transfer Ownership and select the new owner from the list of existing OrgAdmin users.

Remove a User

1. Go to Organization Settings → Users.
2. Click the Remove button next to the user.
3. Confirm the removal in the dialog.

WARNING

Removing a user is immediate and permanent. The user will lose access to all workspace resources.

Add a New Site

1. Navigate to Sites in the main navigation.
2. Click Add Site.
3. Enter a name and configure your privacy controls.
4. Install the snippet on your application using the provided code.