IT organizes access and keeps work moving.

FOR INFORMATION TECHNOLOGY

Requests, systems, procedures and permissions come to the same context. The team finds the history of a problem, defines who can act and document the solution for the entire operation.

Talk to the team ACCESS WITH CONTEXT TI / POLICIES RESOURCE READ USE APPROVE Team documents ● ● — Financial report ● — — Agent action ● ● — ● allowed ● requires review — outside scope Each action respects source access 01 Requests with a clear path.

Each request has a priority, owner, progress and a recorded response.

02 Access follows the role.

People and agents work within the scope defined for each area.

03 Knowledge remains useful.

Procedures and resolutions no longer depend on a person's memory.

IN DAY TO DAY

Less context lost between support and administration.

SOCEO gathers operational documents, owners and access decisions. Copilot finds previous guidance and incidents; the team tracks the request through resolution and preserves the updated procedure.

01 Receive the request

Identify system, affected person, impact and history before prioritizing.

02 Set the perimeter

Check roles, permissions, and policies before releasing a source or action.

03 Document the solution

Record what solved the case and turn the answer into reference for the next one.

Ask your business.

“Who can access this information and how have we solved this problem before?”

A request for access goes through layers of decision.

The same structure that organizes knowledge also makes visible who consulted, decided and approved each change of access.

Illustrative example · no real data Explore the work Illustrative flow · 5 stages Play flow 01 Request 02 Role 03 Policy 04 Source 05 Decision

The request for access has an explicit purpose.

INTERNAL REQUEST Does this person need access to the financial report? LAYER WHAT IT DEFINES RESULT IN THE EXAMPLE Person’s role Work scope Summary accessible Workspace policy Additional restriction Does not expand source access Source permission Document limit Detail requires authorization HUMAN DECISION Forward the request to the permission owner and record the decision.

WHERE THE SOCEO COMES IN

IT operation with memory and responsibility. The same structure that organizes knowledge also makes visible who consulted, decided and approved each change of access. 01 Cowork + Tasks Internal requests

Request, impact, owner and history stay in the same task.

02 Documents + Assistant Procedure Base

Previous documents and resolutions help Copilot prepare useful guidance.

03 Security Role-based permissions

Access for people and agents starts from identity and work scope.

04 Library + Governance Models under Policy

The administration defines which models and connections are part of the work of each team.

THE WORK BETWEEN AREAS

IT provides the access the team needs to work and records the rule protecting Finance, People, Legal and other business data.

THE SOCEO IN ACTION

Enough detail to trust the decision. Internal access request Illustrative data QUESTION “Does this person need access to the financial report?” CONSULTED CONTEXT Person’s role Workspace policy Source permission WHAT SOCEO FINDS

The current role allows access to the summary, but the detailed document requires additional authorization.

NEXT STEP

Send the request to the permission officer and register the decision.

Owner · Workspace administrator

SOURCES AND PROVENANCE

Access and decision are in the same history.

SOCEO distinguishes reading, use, execution and approval so that the need for a team does not increase the permission of the source.

Source used in response Time of last update Data that is still missing

EXPLORE OTHER AREAS

FOR ALL TEAMS The entire business works on the same context. View solution FOR LEGAL Each contract carries the history of the decision. View solution

SEE WITH YOUR DATA

Bring a real question from your business. We show the answer, the source and what still needs to be connected. Talk to the team