Privacy & security

Roles and permissions

How owners, admins, members, clients and superadmins are separated.

Roles define who may view or change workspaces, clients, documents, approvals, exports and billing. Dynafis follows least privilege.

Different roles

Owners manage the workspace and central settings, administrators handle delegated management, members process assigned work, and clients see only shared portal areas.

Review access regularly

Check invitations, role changes and inactive accounts. Remove permissions immediately when responsibility ends and avoid shared user accounts.

Critical actions

Payments, API keys, exports, deletion and administrative approvals need especially limited rights. Changes should appear in audit history and use dual control where appropriate.