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Security & access

Roles, authentication, and controls that keep your workspace safe

A workspace layers several independent controls on top of each other: how someone proves who they are, what they're allowed to do once they're in, and a record of what happened afterwards. This section documents each layer.

The access-control surface

  • Authentication — how a member proves their identity: a password, an OAuth provider, or your own identity provider through single sign-on.
  • Authorizationroles and permissions decide what a signed-in member can do, enforced on every API call.
  • Account hardeningtwo-factor authentication adds a second step to sign-in.
  • Automated lifecycleSCIM provisioning lets an identity provider create, update, and deactivate members automatically.
  • Oversight — the audit log records who did what, and when.
  • Change controlcampaign approvals require a second reviewer before a send goes out.

Who this is for

Workspace admins and security teams deciding who gets access to a project, which safeguards to turn on, and how to review what happens once people are in.

In this section

PageCovers
Roles & permissionsPreset and custom roles, granular resource:action permissions
Two-factor authenticationTOTP and email-code verification at sign-in
Single sign-onSAML and OIDC login through your identity provider
SCIM provisioningAutomated member lifecycle from your identity provider
Audit logA record of who did what, and when
Campaign approvalsFour-eyes review before a campaign sends

What's next

Head to Settings → Team & Roles to see who has access to your workspace today, then start with roles & permissions to shape what each of them can do.