Enterprise
Governance your security team can inspect.
For the IT, security and PMO leaders who assess a platform first: who can see what, what gets recorded, what AI is allowed to do, and how other systems connect.
- Layers of access
- 4
- Organisation, item, admin, boundary
- Agent autonomy tiers
- 3
- Observe, Propose, Act
- MCP token scopes
- 4
- Read, edit, structural, admin
- MCP tools
- 100+
- One audit log for every call
The review questions
What an evaluator asks, and where the answer is.
Who can see what
Roles from a separate access service, then owner, editor or viewer on each workspace, sheet, dashboard, report and resource manager.
What gets recorded
An activity log for edits and structural changes, row history, and a separate audit log for MCP calls.
What AI may do
It acts within the signed-in person's permissions. Structural and destructive steps ask first.
How systems connect
An MCP server with scoped, revocable tokens, plus Smartsheet, Microsoft Project and Excel import.
Organisation boundary
Access across organisations is denied.
Deletes you can undo
Deleted workspaces, sheets, dashboards, reports and resource managers go to a recycle bin and can be restored.
Access
Sharing you can read at a glance.
Every item shows who holds owner, editor or viewer access, and administrators keep an override that sits apart from everyday roles.
Per-item roles
Set on workspaces, sheets, dashboards, reports and resource managers.
Invitations with email verification
People join an organisation through an invitation.
Automations follow their owner
They run on the owner's access and stop if it is removed.
- Owner
Dana Whitfield
dana.whitfield@company.com
- Editor
Marcus Reyes
marcus.reyes@company.com
- Editor
Priya Raman
priya.raman@company.com
- Viewer
Grace Okonjo
grace.okonjo@company.com
Priya changed % Complete on Billing reconciliation QA
09:16Dana approved a risk proposed by Risk and RAID
09:21Marcus wrote 2 cells through an MCP token (edit scope)
09:34Dana shared ERP Transformation with Grace Okonjo as Viewer
09:40
Autonomy
You set how far each agent may go.
Each of the six PM agents runs at a tier you set for your organisation. Act is off until an administrator turns it on.
Observe
The agent watches and reports findings.
Propose
It suggests a change and waits for Approve or Dismiss.
Act
It applies the change, enabled by an administrator only.
Needs a decision
Log a risk: cutover runbook review is slipping
ERP Transformation. It was due 23 Sep and is still in progress, ahead of the Phase 2 Go-Live on 19 Oct.
Connectivity
One interface for outside AI, with your rules on it.
Clients such as Claude connect over MCP with a token you scope and can revoke. Every call is checked against the same permissions a person would have, and logged.
FAQ
Questions people ask.
Put your review questions to us.
Bring your security and IT reviewers. We will walk through roles, sharing, the activity log, MCP tokens and agent tiers.