Setting User Policies for Consultants
Written by Brooke Mohnkern
Updated over a week ago

Corporate Admins can set policies that affect all users and Spaces belonging to verified corporate domains.

Article outline

  • Prerequisites

  • Overview

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  • Corporate management is enabled and configured

Overview Corporate Management allows Consulting organizations to set helpful constraints on Consulting user behaviors. These policies apply to all users managed within the domains assigned to your Corporate Management setup.

Supported policies and basic considerations

  • “Corporate Management is only accessible by Corporate Admins”; This features makes the Corporate Management App Private, visible only to Corporate Admins. By disabling this feature you make the Corporate Management app viewable/ Read only for all registered active users in your domain.

    • This feature is enabled by default.

    • Best practice for Consultants is Enabled

  • "Time To Live" (TTL): allows you to set the number of minutes of inactivity before a user is automatically logged out of their session.

    • This feature is disabled by default.

  • “Can't invite or share with external users”: If this is turned on, then users who are not members of your domain cannot be invited to organization's spaces or have content from those spaces shared with them. This does not affect external users who are already members of your spaces.

    • This feature is disabled by default

    • Best practice for Consultants is disabled, as this would prevent providing read only access of your work in your customers reducing collaboration.

    • NOTE: Additional details and examples provided below

  • “Can't copy content outside of the company spaces”: If this is turned on, then users cannot copy content to spaces that do not belong to your organization, i.e. have different domains.

    • The default is disabled.

    • Best practice for Consultants is to remain disabled as this may limit reuse of Templated diagrams and related documentation for your client's who's spaces are governed by another organization but to which your consulting team has been invited to join and collaborate.

  • "Restrict self-registration with corporate domains": If this is turned on, then any new users registration request will require Corporate Admin Approval from within the Corporate Management application.

    • The default is disabled

    • Best Practice for Consultants is to leave disabled unless you wish to proactively approve each self-registration request. Note: Self-registrations have "Read Only" permissions by default and Corporate Administration

      • Note: Self Registration users have minimal access to your Company's spaces and are not issued a consulting license until a Corporate Management Admin issues one. See: Managing Consulting Users for more details

      • Note: there are alternative new user registration methods available-- please contact to discuss

    • Note: Additional examples provided below

Steps for setting User Policies

Open Corporate Management by clicking on the icon in the upper right section of the screen:

Select Policies from the left icon menu and apply rules to your organization.

Customizing policy: "Can't invite or share with External Users"

Once the policy "Can't invite or share with external users" has been enabled, Corporate Admins can make some spaces exempt from the policy - and decide the extent of the exemption as well.

In the Space list, select the “Access” tab in the right panel. You can make the space either totally exempt from the policy (so any external user can be invited to it) or specify specific domains that are to be exempted from the policy (e.g. when you want to allow external consultants to have access to a given space).

User Experience: Restrict self-registration with corporate domains

Example of user experience when Restrict self-registration with corporate domains is enabled:

Example of Corporate Management Administrator experience when Restrict self-registration with corporate domains

If there are any policies that you would wish us to develop, please let us know using intercom (the blue box in the bottom right of the screen) or by emailing

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