Data & permissions
Your data structure should fit your team.
A flexible business context needs clear rules for who can read, change, share, and act.
Sales, finance, and operations can work toward the same milestone while needing different views of the underlying information.
Model the work and the people
We start with the resources, relationships, and responsibilities that matter to the workflow. A customer, a project, and a financial document do different jobs; their access rules should reflect that.
YouWo has workspace membership checks and resource roles, including read, comment, write, and admin permissions. These provide building blocks for defining what each member can do.
Make access part of the design
In a tailored setup, we map the team’s responsibilities to the relevant workspaces and resources. The shared context can grow as the business changes while access remains an explicit part of that structure.
Before extending a workflow, we check both allowed and denied actions: who can retrieve a document, change a record, invite a colleague, or run the next step. A flexible data layer is valuable when the people using it can understand its boundaries.