Platform module

Workspace & Security

Operate a controlled multi-tenant workspace with roles, permission sets, audit history, integrations and lifecycle safeguards.

Users and custom permission sets

MFA and active sessions

Tenant isolation and audit logs

API keys and webhooks

Workspace and subscription controls

Data export and lifecycle operations

Useful independently

Teams can adopt Workspace & Security for its focused workflow without enabling every other Wharvex module.

Connected when needed

Records can link to the same tenant customers, suppliers, quotations, shipments, documents and conversations.

Tenant controlled

Access follows tenant membership, permission sets, lifecycle state and the capabilities included in the subscription.

How it works

A clear operational workflow

  1. 1

    Configure the tenant, plan and enabled capabilities

  2. 2

    Invite users and assign permission sets

  3. 3

    Connect domains, API keys, webhooks and integrations

  4. 4

    Review audit, security and lifecycle operations

Designed for

  • Tenant owners
  • Tenant team leads
  • Security and audit reviewers

Operational outcomes

  • Governed access across internal and external users
  • Traceable workspace changes
  • Controlled tenant lifecycle and integration credentials

Frequently asked questions

Who uses Workspace & Security?

Tenant owners, Tenant team leads, Security and audit reviewers use this module with access controlled by tenant roles and permission sets.

Can Workspace & Security work independently?

Yes. A tenant can use this focused workflow independently and connect it to other Wharvex records and modules when required.

What does Workspace & Security connect to?

It connects naturally with Marketplace & Marketing, Finance & Analytics, Freight Operations while maintaining tenant-scoped access.