Documentation Index
Fetch the complete documentation index at: https://docs.conformly.ai/llms.txt
Use this file to discover all available pages before exploring further.
What a workspace is
A workspace is the top-level container in Conformly. Everything you upload,
analyze, find, and remediate lives inside a workspace. Workspaces are isolated
from each other — no data leaks between them, even for the same user.
Use one workspace per engineering program (e.g. “Volvo Powertrain
Platform 2027”). Don’t make a workspace per document — that’s what products
are for, and you’ll find it painful to manage as the program grows.
Creating a workspace
The first time you sign in, Conformly creates a default workspace for you
(“My Compliance Workspace”) so you have somewhere to start. To create
additional workspaces:
Open the workspace switcher
Click the workspace name in the top navigation bar.
Click 'Create workspace'
A dialog opens.
Enter a name and (optional) description
Pick a name your team will recognise — usually the program name plus
the audit scope. Example: “BMS Platform 2027 — ASPICE + ISO 26262”.
Click Create
Conformly switches to the new workspace immediately. You’re the owner
by default.
Members and roles
Conformly uses four roles, in increasing order of privilege:
| Role | Can do | Cannot do |
|---|
| Viewer | Read everything: documents, findings, scores, comments. | Modify any data. Cannot post comments, change finding status, or upload documents. |
| Editor | Everything a viewer can, plus: upload documents, run analyses, change finding status, post comments, create products. | Manage workspace members. Delete the workspace. |
| Admin | Everything an editor can, plus: invite and remove members, change member roles (except owner). Delete products. | Delete the workspace itself. Transfer ownership. |
| Owner | Everything. Including delete the workspace and transfer ownership. Every workspace has at least one owner; the original creator is the first owner. | — |
Inviting a teammate
Open the Workspaces page
Sidebar → Workspaces.
Expand the workspace row
Click the chevron on the row of the workspace you want to invite to.
The Members panel appears.
Click 'Invite member'
Enter the invitee’s email address and pick a role.
Send the invitation
Conformly sends a one-time invitation email with an accept link.
The invitation expires after 14 days.
Changing a member’s role
Admins and owners can change any member’s role except the workspace owner.
Open the Members panel (Workspaces → expand row), find the member, and
pick a new role from the dropdown next to their name.
The system enforces one rule: you cannot demote the last remaining owner.
If you want to step down as owner, promote someone else to owner first,
then change your own role.
Removing a member
Same panel. Click the Remove button next to the member. Their account is
not deleted — they simply lose access to this workspace. Their past
comments and activity remain.
Switching between workspaces
The workspace switcher in the top navigation shows your current workspace
and lets you switch with one click. Conformly remembers your last-used
workspace per browser, so reloading the page keeps you where you were.
If you have two or more workspaces, you’ll also see the
Portfolio view in the sidebar — that’s the
multi-workspace rollup for consultants and compliance teams managing
several programs at once.
Activity feed
Every workspace has its own activity feed showing recent actions:
documents uploaded, analyses started, gap statuses changed, members
added, products created. Open it from Workspaces → expand row → scroll
past the Members panel to the Recent activity section.
The feed is read-only and goes back as far as your data retention allows.
It’s the audit trail you point a procurement team at when they ask
“who did what, when?”
