DAT / DAT-03
Secure sharing and external collaboration
Enable exchanges with customers and partners without permanently exposing data to an overly broad audience. The project addresses links, guests, permissions, shared workspaces and removal procedures.
WHEN IT HELPS
A focused response
to a defined need.
Uncontrolled public links, guests never removed, exchanges through personal tools or customers asking for proof that their document spaces are separated.
SCOPE & OUTCOMES
What the engagement covers.
Scope
- Workspace mapping
- sharing rules
- groups and guests
- access duration
- approvals
- labels
- existing-link review
- logging and periodic reviews
Deliverables
- Sharing policy
- workspace templates
- permissions matrix
- guest procedures
- documented cleanup
- cross-profile tests
- user guide
Acceptance evidence
Approved guests can work; unauthorised people are denied; expired or removed links no longer work; workspace owners are identified; permission review is operational.
DELIVERY
How the work is structured.
Approach
Identify data and owners; define policies; pilot on sensitive scope; measure errors; roll out and organise exceptions.
Prerequisites & responsibilities
Customer: business data owners, DPO/legal/HR as relevant, administrators and retention rules. Provider: technical design and verification within agreed permissions.
Scope factors
Repositories, volumes, categories, channels, populations, formats and permission quality. DLP/classification licensing and event handling are separate from deployment.
Questions to clarify
Which partners need read or edit access? Who approves access? How are permissions removed when a project ends?
IMPORTANT BOUNDARIES
Secure sharing is not merely a technical setting: ownership, user behaviour and practical alternatives are needed to prevent workarounds.
Minimisation, proportionality and investigation confidentiality must be scoped. No guarantee of zero leakage or comprehensive legal opinion.
IN PRACTICE
Illustrative situations.
These examples describe possible engagements and target outcomes. They are not customer references or achieved results.
Scenario 01
A firm shares all files through open links. Project: create separate customer workspaces and named access. Target outcome: continued collaboration with verified customer separation.
Scenario 02
A group retains guests from old projects. Project: review with owners, remove unnecessary permissions and expire new access. Target outcome: a known external-user population; undecided access is blocked or formally excepted based on business decisions.
Technology and reference context
Examples: Microsoft 365, Google Workspace or document platforms; sharing and expiration features depend on edition.
The final technology set is agreed during scoping, based on interoperability, licensing, access rights and operating requirements.
CONNECTED SERVICES
Build the next step.
These services can complement the engagement. They are not automatically included.
START A CONVERSATION
Make the scope clear.
We will clarify the objective, dependencies and responsibilities of this service before proposing delivery.