Security and billing
Roles, governance and connector activity
Control who can view and change financial data, and review AI connector activity.
Last updated: 2026-11-09
Role boundaries
Owners control the workspace and billing. Admins can manage members and operational settings according to their permissions. Members see only the pages and actions granted to them.
Workspace lifecycle states also matter: legacy and deletion-pending workspaces are read-only, while deleted workspaces are unavailable.
Connector activity
Owners and admins can review AI connector activity for a workspace. Activity records show the client, capability, outcome, row count and timestamp. They do not include row contents, search text, token values or IP addresses.
Review checklist
- Remove members who no longer need access.
- Review admin and owner roles regularly.
- Revoke unused AI connections.
- Export or archive data before a scheduled workspace deletion.