Security and compliance

Governance-focused workspaces use Security Dashboard and Compliance Reports plus account security on the profile. Open Security Dashboard at /security-dashboard to review alerts, failed logins, and policy indicators. Use Export JSON on the dashboard when auditors need machine-readable audit extracts. Compliance Reports at /compliance-reports generates exports for a chosen window. For password and MFA, use Profile → Account Settings (?tab=account&section=security). Security features vary by plan—new workspaces may show empty charts until activity accumulates. Schedule quarterly reviews with your Owner account and archive Export JSON files alongside finance records.

Video

▶Video coming soon for this topic

Who can do this

Owner or Admin.

Before you begin

• Internal security policy checklist
• Compliance reporting schedule and retention rules
• Owner contact for incident escalation

What you'll accomplish

• Security posture reviewed on dashboard
• Compliance export generated when needed
• Critical alerts acknowledged or ticketed

Step-by-step procedure

1. Open Security Dashboard (/security-dashboard).
2. Review alerts, failed logins, and indicators shown.
3. Select Export JSON to download audit data for tooling or archival.
4. Open Compliance Reports (/compliance-reports).
5. Generate report for the audit window; download output.
6. For user passwords: Settings → Organization → Account Settings security section.
7. Document findings in your GRC tracker; schedule monthly review.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

note

Some indicators stay empty on new workspaces until login and audit volume grows.

Troubleshooting

| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |

See also

• Organization profile
• Roles and permissions

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings