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AvailableVerified 2026-07-28

Privacy and workspace boundaries

Understand how personal accounts, organisations and customer workspaces stay separated.

Access
Signed-in workspace member
Result
Customer data remains associated with the selected authorised workspace.

Eshmere separates personal identity from organisation and workspace data.

Key terms

Personal account
The signed-in identity and authentication settings.
Organisation
The account relationship that owns one or more workspace contexts.
Workspace
The boundary for company context, opportunities, services and billing.
Public surface
Content that must not contain customer records or private URLs.

How to use this

Are you in the correct workspace?

YesProceed with authorised work.

NoSwitch before opening or changing records.

Important boundary

How Eshmere intelligence worksFollow the path from customer context and source signals to reviewed next actions.Advisory fit and source coverageUnderstand why a match is useful but never proof of eligibility or complete monitoring.Human review and AI limitationsKnow where AI assistance ends and human responsibility begins.Customer control and approvalUnderstand which decisions and external actions always stay with the customer.
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