Workspace Overview
Last updated: September 2, 2026 at 10:38 AM EDT · Data refreshes every 60 seconds
Active Deals
24
↑ 3 this month
Documents Secured
1,847
↑ 12% vs last month
Security Score
98
Top 2% of accounts
Pending Approvals
7
↑ 2 since yesterday
Team Members
View All →
| User | Role | Status | Last Active |
|---|---|---|---|
|
JD
James Donovan
j.donovan@clientfirm.com
|
Workspace Admin | Active | 2 min ago |
|
SC
Sarah Chen
s.chen@clientfirm.com
|
Deal Manager | Active | 14 min ago |
|
MR
Marcus Reid
m.reid@clientfirm.com
|
Legal Counsel | Pending 2FA | 3 hours ago |
|
EW
Elena Walsh
e.walsh@clientfirm.com
|
Analyst | Inactive | 5 days ago |
Transactional Email Log
View All →
Security Alert: New Sign-In
To: j.donovan@clientfirm.com
Account Verification
To: m.reid@clientfirm.com
Welcome to SecretForBusiness
To: s.chen@clientfirm.com
Payment Receipt — Invoice #SF-2847
To: billing@clientfirm.com
Support Ticket #4821 Confirmation
To: j.donovan@clientfirm.com
Demo Booking Confirmed
To: e.walsh@clientfirm.com
Notifications
Mark All Read
New device sign-in detected
A new macOS device signed into your account from New York, NY.
12 minutes ago
Vault access request pending
Marcus Reid requested access to "Project Meridian" vault.
47 minutes ago
Invoice payment processed
Your subscription renewal for $2,490.00 was successful.
2 hours ago
Security scan completed
Weekly vulnerability scan found no issues. Score: 98/100.
Yesterday, 6:00 AM
Document watermark updated
Organization-wide watermark policy was updated by admin.
Aug 30, 9:15 AM
Support Tickets
New Ticket →
#4821
Two-factor authentication not sending codes
I'm not receiving SMS codes when trying to log in from my new device...
#4819
Request for data residency migration
We need to migrate our workspace data to the EU region for GDPR compliance...
#4815
Bulk user import via CSV failing
The CSV import is returning validation errors for 3 out of 45 users...
#4808
Question about retention policy settings
Can we set different retention periods for different vault categories?...
Billing Overview
Details →
Plan
Enterprise
Next Bill
Oct 1
Amount
$2,490
Recent Transactions
Subscription Renewal
Sep 1, 2026 · Invoice #SF-2847
-$2,490.00
Additional Storage
Aug 15, 2026 · Invoice #SF-2831
-$149.00
User License Add-On
Aug 3, 2026 · Invoice #SF-2819
-$49.00