Separate customer workspaces
Each organization works in its own workspace with the relevant feeds, partners, submissions, and history.
Access control
Give every participant the right view of the exchange.
DTO Flow separates customer workspaces, assigns team responsibilities, limits partners to their feeds, and gives automation only approved actions so recurring file work stays in the right hands.
Workspace accessSupplier price-list feeds
AssignedOwner and administratorsManage the workspace, people, feeds, and account settings.
Operators and observersRun daily work or review it with the appropriate permissions.
Assigned partnersUse only the feeds and partner actions connected to their role.
Connected automationUses only approved feeds, and its access can be revoked when it should end.
Every authorized action stays connected to its workspace, feed, role, and credential.
Clear responsibility
Access that matches how partner-file work is organized.
Internal teams, external partners, and connected systems have different responsibilities. DTO Flow gives each participant a focused route through the same controlled exchange.
Assign responsibility by role
Owners, administrators, operators, and observers receive different levels of control for setup, daily work, and review.
Keep partner access feed-aware
Partner roles are attached to assigned feeds, keeping upload, review, download, and selected management actions tied to the relevant exchange.
Layered access
Four layers keep the right context around every action.
The access model moves from the customer workspace to the person, feed, and action involved.
Workspace membership
Internal users enter the customer organizations where they hold an active membership and role.
Internal roles
Owner, administrator, operator, and observer roles separate administration, operational work, and read-only review.
Partner feed assignments
Partner operator, feed manager, and observer roles apply within the recurring feeds assigned to that partner.
Automation access
Connected systems receive only the selected feeds and actions they need, and their access can later be revoked.
Buyer-visible controls
Access decisions remain manageable as the workflow grows.
DTO Flow gives customer administrators practical ways to add, assign, review, and end access.
Confirmed invitations
Internal and partner users join through invitations connected to the intended organization.
Role-based actions
Pages and operations reflect the responsibility assigned to the signed-in user.
Feed assignments
Partner access is reviewed and changed around specific recurring exchanges.
Revocable credentials
Automation access can be ended while its historical identity remains understandable.
Map access before rollout
Start with responsibilities, then assign permissions.
A simple access design helps partners move quickly while keeping administration and review in the right part of the organization.
- List who owns the workspace, who configures feeds, who runs daily intake, and who only needs visibility.
- Connect each partner organization to the recurring feeds and actions it is responsible for.
- Give connected systems focused feed access and define who reviews or revokes it.
Buyer questions
Access questions for internal and partner teams.
How are customer workspaces separated?
DTO Flow keeps each customer's workspace, feeds, files, and activity separate within the service. People see only the information and actions available to their active workspace and role.
What internal roles are available?
Owners, administrators, operators, and observers separate workspace ownership, administration, daily operational work, and read-only review.
How is partner access limited?
Partners receive operator, feed-manager, or observer responsibility on assigned feeds. Their portal and automation capabilities follow that feed-aware role.
Can automation access be changed later?
Yes. Connected systems can receive access to selected feeds, and that access can be revoked later. Their past activity remains attributable after access ends.
Continue your review
Connect access control with security and accountability.
See how assigned roles protect files, shape the partner portal, and keep activity tied to the right workspace and feed.
Focused access
Give every team, partner, and connected system a clear place in the workflow.
Start with one feed or bring your role map to a practical access review with DTO Flow.