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Workspace Setup

Relaio Docs Team-Feb 26, 2026-8 min read

Configure organization, role matrix, permission boundaries, and baseline security settings.

Workspace Setup Overview

Workspace Setup and Access Control is a simple guide for setting up this part of Relaio.

Use this page to understand what the feature does, what you need before starting, and how to check that it works.

The steps below are written for regular users and admins, not for setup teams.

What You Need

  • Organization owner or admin privileges.
  • Team member list with role mapping.
  • Security baseline checklist approved by operations.
  • Definition of 'Admin' vs 'Team Member' roles to establish clear module-level access boundaries.
  • Access to the 'User Profile' menu in the top-right corner to configure avatar initials and full name.
  • Administrative access to the business settings 'Security Center' for business verification steps.
  • Pre-defined notification policies for the 'Notifications Bell' to manage system alerts and agent updates.

Setup Steps

  • Open Settings > Workspace and Organization in your Relaio workspace.
  • Turn on the feature and complete the required settings.
  • Save your changes and use the test option if one is available.
  • Make sure the setup matches the way your team wants to use it.

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Check It Works

  • Role assignments follow least-privilege model.
  • Sensitive actions are admin-restricted.
  • Audit logs capture key management events.
  • Verify that the 'User Profile' correctly displays the logged-in user's name and assigned role (e.g., AHMED — Admin).
  • Confirm the 'Breadcrumb' path (e.g., Dashboard / Overview) updates correctly as you navigate between modules.
  • Check that the active module is visually highlighted in purple within the left sidebar navigation.
  • Ensure the 'Go Premium' prompt is visible at the bottom of the sidebar for managing account usage limits.

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Common Issues

  • Check that your access is correct.
  • Confirm the feature is turned on.
  • Review the saved settings again.
  • Run the test once more with fresh data.

Frequently Asked Questions

  • Where do I set this up? Start from Settings > Workspace and Organization.
  • Can I come back and edit it later? Yes.
  • How do I know it is ready? Complete the setup and run a test.
  • Who should own it? Assign one person to keep it updated.