Client Environments
A Clean Environment for Every Client
Give each client a dedicated environment, with access scoped to the engagement and a clear plan for handover and closure.
- Started empty, with nothing from another client
- 4 read-only connections, each granted by the client
ERP history - 6 people and 3 agents, walled off from rival clients
- Handover and access closure planned for 31 Dec
- HSHalsey Software5 people · 2 agentsWalled off
- BHBrightwater Health3 people · 1 agentWalled off
What You Can Do
Keep each client’s data, access and engagement work in a separate environment.
Starts Empty
Start each engagement without bringing across another client’s data or access.
One Client Only
An environment holds a single client’s data. It is never mixed with another client’s.
Ethical Walls
Restrict access to the people assigned to each client and engagement.
Client-Granted Access
The client grants each connection, sees what it reads and can end it at any time.
Guest Access
The client’s people review and approve, each seeing only what is shared with them.
Planned Handover
Close access and handle retained data according to the engagement’s agreed terms.
Client Environments for Your Practice
Serve competitors under one roof.
- Nothing carried over
A new environment never inherits data, notes or access from another client.
- Separate teams and access
Teams serving competing clients can’t see each other’s environments.
- Started empty, with nothing from another client
- 4 read-only connections, each granted by the clientERP history
- 6 people and 3 agents, walled off from rival clients
- Handover and access closure planned for 31 Dec
- HSHalsey Software5 people · 2 agentsWalled off
- BHBrightwater Health3 people · 1 agentWalled off
Controls Built In
Keep access, review and accountability part of the work with Client Environments.
Isolated by default
Keep client data and credentials scoped to the environment where they belong.
Access history
Review recorded access and activity throughout the engagement.
Time-bound access
Set access periods around the engagement’s agreed end date.
Explore the Platform
data roomsBring sensitive data from more than one party together, and let only approved results out.
discoveryBuild a sourced view of the client’s systems, data and processes.
simulationCompare proposed changes against the client’s data before committing to a rollout.