Understand workspace and role boundaries
Tandem’s security approach is designed around workspace isolation and role-based access. Users, managers and administrators should have access appropriate to their responsibilities.
Before rollout, identify which people need to review opportunities, manage configuration and approve consequential actions. Confirm the available permissions for your package and workspace.
Approve the actual action
Research, contact discovery, CRM acceptance and outreach are separate steps. A person approving a Mission is approving that research scope, not every downstream action someone might take with a result.
Check the intended action, account and approval requirement before execution. AI can prepare or recommend without being given unrestricted control.
Retain reviewable context
Evidence, reasoning and auditability are part of the intended control model. When something needs review, keep the original record or evidence with the decision rather than relying on an isolated screenshot or summary.
The Security & control page describes the design approach. Confirm specific governance or security requirements directly with Tandem rather than assuming an unlisted certification or deployment arrangement.
These guides explain Tandem’s product approach and the packages described on this website. Feature access, connections and execution controls depend on your agreed package and workspace configuration.
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