Access and permissions
Review who needs access, how accounts are managed, and which operational roles should see lead and conversation data.
SECURITY AND TRUST
Understand the data flow before you roll out the workflow.
Security depends on the product features, connected systems, data handled, and controls required for your setup. This page explains what to review and how to request current information.
ScopeDefine the workflow and data involved
ReviewConfirm access, vendors, and retention needs
DecideResolve open requirements before rollout
WHY IT MATTERS
Start with the actual workflow—not a generic badge list.
The right security review follows the data: what enters Spacebrain, which systems connect, who can access the workflow, what the configured automation does, and what requirements apply to the buyer.
Connected systems
Map the telephony, messaging, scheduling, email, and other services used by the configured workflow.
Data handling questions
Confirm the categories of data, retention expectations, deletion needs, and any buyer-specific contractual requirements.
HOW IT WORKS
A practical pre-rollout review.
Describe the use case
Identify the lead sources, channels, connected systems, and data the workflow will handle.
Request current details
Ask Spacebrain for the current information needed by your technical, legal, or procurement review.
Close the gaps
Do not launch until required controls, responsibilities, and unsupported use cases are clear.
OPERATING PRINCIPLE
No unsupported compliance claims.
Spacebrain does not use this page to imply certifications, regulatory coverage, or contractual commitments that have not been verified for the current product and customer setup. Request current documentation for your review.
BUYER QUESTIONS
Clear answers before the next step.
These answers describe the current product scope without unsupported guarantees or compliance claims.
Does this page claim a specific certification?
No. This page does not claim a certification or compliance status. Request current, scope-specific information before relying on any security or compliance representation.
What should I send with a security request?
Include the intended workflow, connected systems, data categories, access needs, retention requirements, and any buyer questionnaire or contract terms.
Does security depend on the setup?
Yes. The workflow, integrations, account configuration, data handled, vendors, and buyer requirements all affect the review.
Can I request vendor and data-flow information?
Yes. Send the specific questions or questionnaire needed for your review so Spacebrain can respond with the current applicable information.
Should regulated use cases be assumed to be supported?
No. Do not assume a regulated or sensitive use case is supported until the requirements and current product controls have been reviewed in writing.
NEXT STEP
Start with the lead path you want to improve.
Test the workflow directly or request a focused walkthrough.
Published by Spacebrain · Product information reviewed July 2026
