Understand accessand action review.
See how workspace membership, proposed changes and connected-tool settings shape the work Chippi can carry out.
Three boundaries to understand.
- 01
Your workspace
Membership determines which personal, team or brokerage records you can use.
- 02
Your connection
Authorize the external account and review its scopes separately.
- 03
The specific action
CRM and portal review steps differ from configurable tool confirmations.
The right context.The right access.
- Membership and workspace scope
Personal, team and brokerage workspaces keep identity and membership explicit. Access to a shared workspace follows the user’s current role.
- Your connected accounts
Connections are authorized for their workspace. Review what a tool can access and revoke connections that are no longer needed.
Review with the work in view.A decision with context.
- CRM changes and portal replies
Proposed CRM changes and client-portal replies have their own review steps. Keep the affected record and the result visible when making a decision.
- External-tool confirmations
Configure confirmations for connected tools separately. Do not assume every action will ask first simply because portal replies require review.
- Manage workspace access and action review
Use workspace membership, connected-app access and review controls to decide who can do what.
These controls are not a claim of an external security certification.