Data access and source handling
Understand the workspace boundary, evidence access and sharing.
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Work in the right workspace
Confirm your workspace before adding data, exporting a view or connecting an AI client. Workspace membership and permissions control access in Atlas. A role in one workspace does not carry over to another. See Workspace access and invitations.
Keep sources under the right access controls
Use a reference to an original document in its approved location. Check who can open the source before sharing evidence or a brief, and review excerpts for sensitive content. Sources and evidence explains how to check which claim a source supports.
Check the audience before sharing
Atlas pages shared to the Library are available inside the workspace. Before exporting a page or report, check what the export contains and who will receive it. Data classification and personal-data markers describe the information recorded in the model. Use your organisation's access and handling rules when working with the actual information.
Review activity
Open a record's activity where available to see its changes. Use the change request and any associated decision to understand the reviewer, rationale and implementation state.