All Collections > Quick Start > Workspace Setup

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.

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.

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Workspace access control - setup screenshot placeholder

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.

Screenshot Placeholder

Workspace access control - check screenshot placeholder

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All Collections > Quick Start > Workspace Setup

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

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

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.

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.

Screenshot Placeholder

Workspace access control - setup screenshot placeholder

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.

Screenshot Placeholder

Workspace access control - check screenshot placeholder

Workspace Setup And Access Control | Quick Start | Relaio Docs