Control Who Sees What — and Why
Protect operational, client, financial, and workflow data with intentional access rules.
Your SilverWing™ system may contain sensitive business information, client records, financial details, operational workflows, and AI-generated work products.
Access must be intentional, limited, and reviewed regularly.
Core Security Principles
- Grant the minimum access necessary.
- Separate internal and client-facing views.
- Avoid sharing raw system databases unless required.
- Review access regularly.
- Keep sensitive workflows protected.
- Do not expose private client data unnecessarily.
User Roles
Each user should have access based on their role. Owners, operators, clients, vendors, and external collaborators should not all see the same information.
Internal vs Client Views
Internal views may include notes, risks, financial details, AI reasoning, and operational history.
Client-facing views should show only what is appropriate, useful, and approved for client visibility.
AI Access Boundaries
AI should only work with data it is allowed to access. Sensitive information should be restricted, and AI-generated outputs should be reviewed before being shared externally.
Access Review Checklist
- Who currently has access?
- What can each person see?
- Does anyone have unnecessary access?
- Are client-facing pages properly limited?
- Are internal notes protected?
- Are AI workflows accessing only approved information?