Access Management Overview


As a company administrator, you can configure policies to grant automatic access to users on your company’s data in WorkSpan. You can also audit and update employee access.

With these capabilities, you can manage access at scale for any number of users in your organization and for partner users added to your objects.

Access Policies: Configure access policies that cascade to linked objects. Administer your user groups, including partner users, at the partner program or plan level and be assured that the right access is granted across all objects in the purview of that program/plan. 

For example, Partner Program members can be automatically granted access to Sales Plans, Solutions, Opportunities and other linked objects to that Program. Sales Plan members can be automatically given access to linked Opportunities. Learn More.

View Employee Access: For each employee, you can view and audit the access granted by object.




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