ClickSabi Pro

Privacy & Security

Keeping a workspace secure

Practical steps for protecting a shared workspace.

1 min readLast updated

Give the smallest role that works

Support and Compliance exist so that people who only need to answer messages or review records do not carry administrative access.

Remove people when they leave

Removing a member ends their access to the workspace immediately and frees the seat.

Your own account

Manage your password and active sessions under Settings, Security.

Sharing deliberately

Because documents are private until shared, review what is marked shared on a project before you invite a customer.

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