Security

A token can exist and access can still stop.

The system checks who is asking, what they can access, and whether approval is needed before it acts. A login alone is not enough.

Allowed
Run still needs the right lane

Having an access token does not allow every action. Each request must also pass the workflow and permission checks.

Blocked
Wait or stop before risk

Revenue, customer trust, production, credential, contract, billing, or policy issues can pause or deny execution before the workflow acts.

Recover
Compromise has a direct path

Access can be revoked or regenerated immediately without waiting for a token expiry window.

Last updated March 9, 2026

Check access at every step.

Each request passes identity and permission checks. The system records approvals and reasons for stopping, so your team can review what happened.

Identity
Person and tenant boundary

Signing in identifies the person and the organization making the request.

Entitlement
Live access check

Each request checks membership, workflow access, contract and billing status, and acceptance of the access policy.

Credential
Separate managed tokens

Portal logins, access tokens, and hosted product credentials are separate. Access can be removed without treating every credential as the same login.

Control
Receipts and recovery

Revocation, regeneration, anomaly review, blocked states, and audit trails stay attached to the workflow.

Access boundary

Agree on permissions before granting access.

Decide what the agent may do, when it must stop, and who approves exceptions. Grant access only after those rules are clear.

Owner
Security owner
Authority
Identity + entitlement boundary
Proof
Audit trail
State
review
  1. 01 / Map Name the protected workflow

    Define which objects, actions, and systems need security review.

  2. 02 / Gate Define allowed and blocked states

    Separate routine execution from approval, denial, and recovery.

  3. 03 / Prove Keep the audit trail

    Attach evidence to the workflow path instead of relying on prompt memory.