Governance
Who can see, do and decide what
Access role controls permissions. Operational role controls responsibility. This page makes sensitive sharing, guest access, approval gaps and audit signals visible — so the system stays safe for real teams, clients, freelancers and investors.
Active users
4
Guests
5
No expiry
1
Pending approvals
4
Access requests
2
External shares
4
Open issues
7
Expiring (7d)
1
Expiring access
- May 20Investor Portal Structureshare · Legal Reviewer
- Jun 2Steuerberaterguest · Tax
- Jun 2Investor Guestguest · Investor
- Jun 2Finance Reporting Checklistshare · Steuerberater
Governance Health
53 / 100
7 open issue(s), 4 pending approval(s), 1 guest(s) without expiration.
- Pricing Framework is too broadly visible-6
- Freelance Designer guest has no expiration-3
- Product workspace has no Workspace Owner-6
- Investor Portal legal docs have no approver-10
Governance Agent insights
Risks the system found across permissions, guests and approvals.highoverexposed objectconf. high
Pricing Framework is too broadly visible
Sensitivity is Confidential, but visibility is set to Organization.
Action: Restrict to Sales + Finance.
mediumguest riskconf. high
1 guest(s) have no expiration
Guest access should always expire. Open-ended guest access creates drift over time.
Action: Set expiration dates for all guests.
criticalapproval missingconf. high
Investor Portal legal docs have no approver
Restricted docs but no approval rule and no assigned approver.
Action: Assign a legal approval owner and approval rule.
mediumaccess request staleconf. high
2 access request(s) pending
Pending access requests block real work. Approve or reject them.
Action: Review access requests in the queue.
highmissing ownerconf. high
Product workspace has no Workspace Owner
No owner means no accountability for approvals or governance.
Action: Assign a Workspace Owner for Product.
mediumexpiring accessconf. high
Investor Portal Structure expires soon
External share expires on 5/20/2026.
Action: Extend or revoke before it expires.
Approval queue
4 pendingexternal share approvalHighConfidentialDue in 3dpending
Share Pricing Framework externally with Legal Reviewer
External legal review needed before launch — sensitivity Confidential.
Requested by PhilippApprover: Workspace OwnerObject: Pricing Framework v3
guest access approvalMediumInternalpending
Invite Client Team to Sales Onboarding Project Room
Guest access for client onboarding.
Requested by AxelApprover: AxelObject: Nordlys Onboarding Room
launch approvalRevenue CriticalRestrictedDue in 6dpending
Publish Investor Portal landing page
Investor-facing content requires Organization Owner approval.
Requested by PhilippApprover: Org OwnerObject: Investor Portal Landing
archive approvalRevenue CriticalConfidentialrejected
Archive critical goal: Launch Sales Clarity Funnel
Archiving a Revenue Critical goal requires Org Owner approval.
Requested by AxelApprover: Org OwnerObject: Launch Sales Clarity Funnel
decision approvalRevenue CriticalConfidentialDue in 2dpending
Approve revenue-critical pricing decision
Confirm pricing model — affects all GTM.
Requested by AxelApprover: Org OwnerObject: Confirm pricing model
Access requests
2 pendingknowledgeviewAge 8dpending
Finance Reporting Cleanup
Tubagus: Need numbers for landing page copy.
knowledgeviewAge 3dpending
Investor Portal Structure
Legal Reviewer: Required for legal review before publish.
viewviewAge 6dapproved
Sales Pipeline Forecast
Julian: Reconcile forecast against finance plan.
Permission issues
Risky visibility, missing owners, expiring access2 object(s) flagged for overexposure or external sensitivity.
Guests
5 external — 1 without expirationClient Team
client@nordlys.co
client roomExpires Jun 18 (30d)active
Can: view shared docs, submit forms, comment, upload files
Objects: Nordlys Onboarding Room, Client Intake Form, Kickoff Doc
Steuerberater
berater@kanzlei.de
knowledge roomExpires Jun 2 (14d)active
Can: view, upload
Objects: Reporting Q1, Steuerunterlagen 2025
Legal Reviewer
legal@review.com
investor roomExpires Jun 9 (21d)active
Can: view, comment, upload feedback
Objects: Investor Portal legal pack
Investor Guest
guest@vc.fund
investor roomExpires Jun 2 (14d)active
Can: view, submit request form
Objects: Investor Data Room
Freelance Designer
marina@studio.co
object onlyNo expirationactive
Can: view, upload, comment on assigned tasks
Objects: Landing Page Hero Design, Logo Variants
No expiration — should be set.
Project & data rooms
Restricted slices for clients, freelancers, investors and legalsales
Nordlys Onboarding Room
Customer onboarding room for Nordlys: intake, kickoff doc, milestones.
1 guest(s)8 work5 docs2 formsactiveUntil Jul 15
marketing
Brand Refresh Freelancer Room
Restricted design tasks for external designer.
1 guest(s)4 work3 docs0 formsactive
investor_relations
Legal Review Room
Investor Portal legal review with external reviewer.
1 guest(s)2 work4 docs1 formsactiveUntil Jun 9
Data Room
Investor Data Room
View-only investor materials, Q&A and request form.
Restricted12 docs1 forms1 guest(s)Until Aug 1
Owner: Philipp
External shares
4 activeknowledge
Finance Reporting Checklist
ConfidentialviewfinanceExpires Jun 2
Recipient: Steuerberater
knowledge
Investor Portal Structure
Restrictedcommentinvestor_relationsExpires May 20
Recipient: Legal Reviewer
form
Client Intake Form
InternalsubmitsalesNo expiration
Recipient: Client Team
view
Brand Refresh Tasks
Internaledit limitedmarketingNo expiration
Recipient: Freelance Designer
Users & access
9 totalPH
Philipp
philipp@atlas.co
AX
Axel
axel@atlas.co
JU
Julian
julian@atlas.co
TU
Tubagus
tubagus@atlas.co
CL
Client Team
client@nordlys.co
ST
Steuerberater
berater@kanzlei.de
LE
Legal Reviewer
legal@review.com
IN
Investor Guest
guest@vc.fund
FR
Freelance Designer
marina@studio.co
Roles
Role overview
Global Admin0
Org Owner1
Workspace Owner1
Team User2
Guest4
Viewer1
Audit log
Recent sensitive actionsPH
Philipp approved decision Confirm pricing model
decisionsalesConfidential
May 19
SY
system flagged Investor Portal Structure expires in 1 day
external_shareinvestor_relationsRestricted
May 19
AX
Axel invited guest Client Team
guestsalesInternal
May 18
TU
Tubagus created Landing Page Wireframe Screenshot
knowledgemarketingInternal
May 18
CL
Client Team shared form Client Intake Form (submitted)
formsalesInternal
May 17
LE
Legal Reviewer requested access to Investor Portal Structure
knowledgeinvestor_relationsRestricted
May 16
PH
Philipp shared view Investor KPIs (Q2)
viewinvestor_relationsRestricted
May 14
JU
Julian shared Finance Reporting Checklist
knowledgefinanceConfidential
May 10
PH
Philipp updated Pricing Framework v3
knowledgesalesConfidentialsensitivity → Confidential
May 9
AX
Axel assigned role Julian → Finance Contributor
userfinanceInternal
May 5