Setup and configuration
Control plane for the workspace: identity, roles, approvals, templates, audit evidence, and retention - what admins configure and what enterprise procurement validates.
Governance
Who administers Harold
Workspace administrators configure who can see which requirements, how templates and approvals behave, and how retention aligns to policy. Buyers evaluate this layer as closely as they evaluate pipeline features - it is where control, accountability, and auditability are demonstrated.
Control plane
Identity & access
Authentication, roles, and least-privilege access patterns are described in the Security section at a level suitable for procurement and IT review. Day-to-day operators should expect clear prompts when an action is blocked - without leaking internal permission matrices in public documentation.
Templates & approvals
Templates standardise client-facing quality. Approval steps exist so material does not leave the firm without the right eyes. Administrators define which templates are available, who can publish, and how version history is retained for disputes or regulatory questions later.
Evidence
Audit & retention
Audit trails answer who changed what, when, and in which workspace context. Retention policies should match your legal and commercial obligations - Harold exposes controls at a workspace level; your counsel confirms sufficiency.
What good looks like
- Named owners for templates, integrations, and distribution lists.
- Periodic review of dormant users and over-broad roles.
- Documented escalation when an integration fails during market hours.
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