Security and Access Controls

Share Deal Data with Partners without the Worry.

What keeps you up at night? A field rep accidentally shares margin details. A screen share reveals competitor intelligence. A partner portal exposes customer data meant for C-levels only.

WorkSpan AI secures sensitive information so partners see only what they need to know.
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Share the right data with the right partner at the right time

It's the partner manager's dilemma: co-selling requires information sharing, but oversharing creates security risk. And manually controlling access doesn't scale.

WorkSpan AI automatically shares need-to-know details incrementally as partnerships progress. You set policies once—WorkSpan enforces them everywhere, in dashboards, reports, workflows, and screen shares.

Share confidently. Because you've got a partnership to build.

WorkSpan AI secures sensitive information so partners see only what they need to know.

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Control What Each Partner Sees

Control What Each Partner SeesShare specific fields with specific partners—no manual filtering required.
Example:
Your Salesforce opportunity has 400 fields. AWS partners see 50 of them. A reseller partner sees a different 30.

Define these policies once. WorkSpan enforces them automatically.

Access That Adapts as Deals Progress

As partnerships progress through stages (early discussion, qualified opportunity, closed deal), sensitive data becomes accessible only when needed. The platform adjusts access automatically as the deal stage changes.

Set Security Rules Once—They Apply Everywhere

Security policies can be defined at both the company and program levels, providing flexibility and control over access rights across different levels of your organization and partnership ecosystem. One policy governs 100 deals.

One Login. All Your Partnerships.

WorkSpan connects to your SSO—partner managers, sellers, and leadership all access the platform without juggling multiple logins. No more managing AWS Partner Central, Azure, Google Cloud, Salesforce, and HubSpot separately.

Only Authorized Users See Sensitive Data—Everywhere

When a partner searches for opportunities, they only see results they're authorized to view. When you generate a pipeline report, it automatically excludes data that shouldn't be visible to the viewer. Security isn't just in forms—it's everywhere.

Know Exactly Who Accessed What—and When

WorkSpan AI maintains an audit trail showing when partners viewed opportunities, which deals they engaged with, and how data was shared. This satisfies compliance and shows you which partners are actively working your deals.

Your Team Can't Accidentally Leak Data

Partner managers share opportunities. Sellers present dashboards. Leadership reviews pipelines. All without fear of exposing margin details, customer lists, or competitive strategy.
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WorkFlow AI Security in Action

Scenario 1

Cloud Partnership Deal Sharing

You're managing AWS co-sell opportunities and need to share deal details with AWS partner teams—but not your internal pricing strategy or competitor analysis.
WorkSpan AI Field-Level Security:
AWS partners see: Deal stage, customer profile, product fit, technical requirementss
AWS partners don't see: Your internal margin calculations, pricing negotiations, or competitive positioning
Field-level security automatically shows partners exactly what they need—nothing more
Your team shares co-sell opportunities confidently. AWS gets the context they need to support the deal. Your internal competitive strategy remains private.
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Scenario 2

Multi-Partner Programs

You're running a channel program with 20 reseller partners. Each partner should see their own pipeline and program assets—but not other partners' deal flow or performance metrics.
WorkSpan AI Program-Level Policies:
Each partner sees: Their own performance dashboard with opportunities, campaign assets, and program guidelines
Each partner doesn't see: Other partners' dashboards, pipelines, comparative performance data, or aggregate channel metrics
Program-level policies cascade automatically across all linked objects
20 partners collaborate in the same program without seeing each other's business. You manage one program, not 20 separate data silos.
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Scenario 3

Screen Share Confidence (Privacy Mode)

You're on a video call with a partner, reviewing opportunities in WorkSpan. You need to share your screen—but your dashboard also shows sensitive fields you don't want visible.
WorkSpan AI Privacy Mode:
Your partner sees: only their opportunities on your video call screen share
Your partner doesn’t see: the private fields that Privacy Mode automatically hides during screen shares
Privacy Mode hides private fields on your screen. One click turns Privacy Mode off and your sensitive data is visible again.
Collaborate on live calls without stress. Share your screen freely. WorkSpan AI handles what's visible.
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Enterprise-Grade Trust

"We needed a solution that met our data integrity and GDPR requirements. WorkSpan has provided that."
Margaret Synan
Director Business Strategy, WW SAP on Azure Lead

What Security Teams Need to Know

For IT and security teams evaluating WorkSpan AI, here's what powers our security infrastructure:
Data Protection
Stop spending two days pulling data. Generate QBR-ready reports that blend partner portal data with CRM insights automatically.
Data at rest: Each cloud storage object's data and metadata is encrypted under 256-bit Advanced Encryption Standard (AES-256)
Attribute-based access control for fine-grained security far more advanced than traditional role-based models
Compliance
SOC 2 Type II certified
GDPR compliant (including Right to Access, Right to Rectification, Right to Erasure, Right to Portability, Right to Object)
Regular third-party security audits

Audit Trail:

WorkSpan AI maintains an "always on" audit trail that gives you accurate and reliable information at all times of who did what and when in the system.
For full compliance documentation, certifications, and detailed security specifications, visit our Trust Center.
Trust Center
Ready to See How Security Controls Work?

Collaborate with partners without the security risk

See how WorkSpan AI's security controls let your team share deal data confidently. Get the best advice on how to design, digitize, automate, manage, and scale your partnerships using the power of WorkSpan AI.
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