Workspace access
How a practice reaches its client's workspace, how the client approves it, and what a DPO may do there.
5 guidesRequesting access to the client workspaceHow a practice asks for authority over a client's registers after both sides sign, and redeems the one-use code the client reads to it.Your service providers and engagementsHow to manage the providers working with your organisation, review agreements, grant and withdraw authority, and follow engagement records.Approving a practice access requestHow a company narrows and approves a practice's request for authority, issues the one-use code, and withdraws access.Inviting existing clientsHow a practice invites a company it already works with, what the client is asked, and how to resend or cancel an invitation.What a DPO does in your workspaceWhat an engaged DPO can and cannot do in your workspace, how you appoint them, and how the role differs from an audit.
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