Enterprise

Governance for customer proof at scale.

Roles, sign-off, permissions, connected tools and audit controls for teams that need proof to stay usable and defensible.

Security and data protection → Trust centre

Workspace roles

  • Owner and admin keep full control.
  • Approvers can sign off proof before it goes to customers.
  • Editors create and edit proof, drafts, documents and imports.
  • Viewers can read the library and use confirmed proof without creating or changing records.

Sign-off before customers are asked

  • Require sign-off before customer confirmation requests are sent.
  • Turn on four-eyes sign-off so the author cannot sign off their own wording.
  • Editing customer-facing wording clears the sign-off and records it in the audit log.

Customer permission controls

  • Permission scopes record where proof may be used.
  • Expiry and re-confirmation keep older proof current.
  • Instant withdrawal blocks affected outputs and takes public pages down.

Audit and alerts

  • Owners and admins can export audit logs as CSV after two-step sign-in.
  • Operator alerts cover exports, failed sign-in signals, mass delete or withdraw actions and unusual public access.

Connected work tools

  • Slack commands and message-to-proof are available for linked workspace members.
  • Salesforce and HubSpot write-back use customer-confirmed proof with standing permission.
  • Microsoft sign-in is available for work and school accounts.

Connected AI tools

  • Connected AI tools receive scoped access.
  • Restricted mode limits AI tools to confirmed proof only.
  • Admins can revoke tool access.

Custom limits for large proof libraries.

Enterprise workspaces can be assigned custom usage limits for review fetching, AI drafting, Ask AI and transcript processing.