Security & trust

Give access deliberately

A teammate reviewing records needs different access from the person managing billing. Choose workspace roles, scope integration keys and set the approval requirements for agent work.

Four roles, different responsibilities.

Workspace role permissions
PermissionOwnerAdminMemberViewer
View recordsYesYesYesYes
Create and edit recordsYesYesYesNo
Delete recordsYesYesNoNo
Manage membersYesYesNoNo
Manage API keysYesYesNoNo
Manage billingYesNoNoNo
Delete workspaceYesNoNoNo

Admins can view billing. Changes to billing and workspace deletion remain with the owner.

Workspace data boundaries

Records are scoped to a workspace. Database row-level policies enforce membership boundaries, while application permissions govern the actions available to each role.

Integration access

Workspace API keys carry explicit scopes. Limit the actions a connected service can take, and revoke its key when access is no longer needed.

Activity and audit history

Record activity and agent threads help you inspect the work. Account and membership changes are recorded in an append-only audit trail.

Account deletion

Request account deletion from the app. Shared workspace records and required audit history follow the retention rules in the privacy policy.

Read the privacy policy
“Working with Lineer for the past 6 months has been exceptional. Their team has shown outstanding expertise and remarkable patience as we've navigated our projects together.”
Darren Cook, CEO, Adaca

Review the controls with us

Talk through your workspace, access requirements and approval process.