Workbench
Trust and permissions in Irys Workbench
Letting Workbench reach into your accounts calls for a trust posture that is not an afterthought. Connections are built for privileged work, and the most important thing to know is which actions stay in draft and which go out the moment you ask for them.
Email drafts stay in drafts
Email is the one place where nothing leaves without you. A reply Workbench prepares sits in your Gmail or Outlook drafts until you open it, review it and send it yourself. Workbench does not send email.
Some actions go out immediately
Other connections are not draft-based, and it is worth knowing which before you ask for one.
| Action | What happens |
|---|---|
| A Slack message | Posts immediately, as you, in the channel or DM you named. There is no draft step and no approval step. |
| A calendar event | Is created immediately. If you name attendees, Google sends them an invitation as soon as the event is created. |
| A Clio record | Is created immediately. Tasks, notes, time entries, calendar events and documents are written straight into Clio. See Connecting your accounts. |
| A file in Drive, OneDrive or Dropbox | Is created in the folder you named. |
Slack posts, calendar invitations and Clio records are visible to other people the moment they are created. If you are not sure, ask Workbench to show you the text first, then ask it to post.
Clio access is granted once, at connection time
When you connect Clio you approve a single Allow Access screen covering Activities, Calendars, Contacts, Documents, Matters, Tasks and Users, for both reading and writing. After that, Workbench writes to Clio when you ask it to, without a further approval screen for each write. If your firm needs tighter control than that, do not connect Clio at the account level.
You decide what each chat can touch
You control, per chat, exactly which accounts Workbench is allowed to use. Click the plug icon under the message box. The number beside it is how many accounts are on for this chat, and the menu is headed Active for this chat, with Manage all integrations at the bottom.
A matter can be locked to documents only, or scoped to specific accounts, for example Drive and Gmail but nothing else. This is the control to reach for when a chat should never touch Slack or a calendar.
Because access is set per chat, a matter that should never reach email can be kept to documents only, while another can be given the specific accounts it needs.