Set up team governance

At a glance

This tutorial walks you through configuring governance in your workspace: roles, approvals, and classifications. In a few steps, you will establish a control framework over data modifications.

What you'll do

• Configure roles for your workspace members
• Create an approval policy for sensitive modifications
• Classify your entities by confidentiality level
• Test the full approval flow

Prerequisites

• A workspace with at least 2 members
• Administrator or Owner role on the workspace

Step 1: Configure roles

1. Navigate to Settings > Members in the sidebar.
2. For each member, click on the current role to change it.
3. Assign roles according to responsibilities:
   • Administrator for governance managers
   • Editor for contributors
   • Viewer for read-only users

Tip: assign the most restrictive role necessary. An editor can create and modify entities, but cannot manage governance policies.

Step 2: Create an approval policy

1. Open the Governance module from the sidebar.
2. Select the Approvals tab.
3. Click New policy.
4. Configure the parameters:

Parameter	Suggested value
Resource type	Instance
Operation	Delete
Required approvals	1
Approver roles	Administrator
Self-approval	No

5. Click Save.

This policy requires validation before any instance deletion.

Step 3: Classify your entities

1. Navigate to Governance > Classifications.
2. Click New classification.
3. Create three levels:

Classification	Description	Suggested color
Public	Data accessible without restriction	Green
Internal	Data reserved for organization members	Yellow
Confidential	Sensitive data, restricted access	Red

4. Apply a classification to your existing entity types from each type's detail page.

Step 4: Test the flow

1. Sign in with an Editor account.
2. Attempt to delete an existing instance.
3. The deletion is put on hold: an approval request is created.
4. Sign in with an Administrator account.
5. Open Governance > Approvals > Pending.
6. Approve or reject the request.

Expected outcome

Your workspace has a governance framework in place: roles control permissions, approval policies protect sensitive operations, and classifications indicate the confidentiality level of your data.

Next steps

• Governance overview — Explore all governance features
• Approvals — Configure advanced policies

Need help?

Contact us: Support and contact.