The connection flow
1
Technical owner creates a Connect Key
From the project dashboard, the technical owner creates a one-time Workspace Connect Key and selects which categories can be delegated.
2
Owner shares the key securely
Send the key only to the intended Workspace owner or authorized manager. It is time-limited and should be treated as sensitive until redeemed.
3
Business Workspace redeems the key
The receiving Workspace redeems the key. The project becomes connected to that Workspace and the selected permissions are stored with the project connection.
4
Workspace members operate within two boundaries
A member needs both the relevant Workspace role permission and the technical owner’s delegated project permission.
Delegated categories
Delegation does not give the Workspace authority to delete the client project or remove the technical owner’s access.
Disconnect or exit safely
The technical owner can return a connected project to their Personal Workspace. If the project has an active UPG slot, the exit flow requires explicit consent because it releases the slot back to the Business Workspace’s available capacity. On a successful exit:- the project returns to the technical owner’s Personal Workspace;
- delegated permissions are cleared;
- pending Connect Keys are revoked; and
- active UPG project attachments are released.