• Set up Single Sign-On for your organization

    Table of Contents - Single Sign-On (SSO) options   - Google SSO   - Microsoft SSO   - SAML SSO Single Sign-On (SSO) SSO provides a secure and convenient way for the users to login to WorkSpan with...

  • Security Overview

    WorkSpan provides a robust, multi-layered data sharing security design, built on Attribute-Based Access Control (ABAC) Technology, that allows you to show different data sets to different users, wi...

  • Understanding Access Levels

    Access Levels in WorkSpan set the record level access for users, i.e, who can view, edit, copy, clone, delete, and who have access to the sections and linked objects for that record. Here are the f...

  • Security Policies: Password and Session Management policies, SSO Authentication

    Security Policies: Password and Session Management policies, SSO Authentication From the Company page => Security Policies section, a Company Admin can set Password Policies, Session Policies and c...

  • Field Privacy

    Field Privacy  Restrict access to your company’s confidential information by setting fields to be Private on your company’s data-model in the Company Templates.  Use these Private fields to record ...

  • Metrics Access and Privacy

    Metrics can be added to multiple objects in WorkSpan, to track your KPIs with goals, and actuals are automatically updated based on the data within that object. Examples of Metrics on a Sales Plan ...

  • Reports Security

    Using reports, you can analyze data and track performance and trends across programs, partnerships and regions. After configuring the reports with the desired views, KPIs and charts, you can share ...

  • Staging Visibility

    An inbound integration can be configured on WorkSpan to receive data from external systems such as CRM. This data is then stored in staging views that users from the company can access and search a...

  • Object Security, Sharing and Discoverability Settings

    Object Security, Sharing and Discoverability Settings You can access and update the object security, sharing and discoverability settings from the Discoverability panel on the object overview page....

  • Finding & Requesting to Join Objects in WorkSpan

    In WorkSpan, you can find (search) and request to join an object (partner programs, sales plans, solutions, marketing plans, activities, campaigns and programs), if an object has been made discover...