Access in Cartograph has several layers: workspace membership, record and content visibility, personal email sharing, connected-service access and Scout Agent permissions. Review the layer relevant to the information or action in question.
Before you start
You need the relevant account and workspace. Administrators manage shared access, while members control their own supported mailbox and personal connection settings.
Use Settings search or the navigation to find the controls you need.
Review the relevant access layer
Confirm your signed-in account and selected workspace.
Ask an administrator to review membership and role when a shared area or administrative control is unavailable.
For email, open Email accounts and inspect what you have shared and with whom. Personal mailbox messages remain private until shared.
For external tools, review the connected identity, service permissions and whether the connection is personal or workspace-wide.
For Scout Agent, review the current surface’s read and change permissions and any pending approval.
Use Settings → Legal & privacy for the workspace’s available legal and privacy information. Contact support through an appropriate private channel for account-specific questions.
Check the result
You can explain why a person or tool can access a resource and which setting controls it. A workspace role alone does not describe every provider-side or message-sharing permission.
Shared content can outlive a connection
Disconnecting a mailbox stops Cartograph access and offers retention choices for private imports. Email already shared with a task keeps its existing audience until its grant is taken back.
Review sharing separately when a project ends or membership changes. Provider-side delegated permissions may also need an administrator’s attention.
External assistants
Connecting Claude, ChatGPT or another supported client can make authorized Cartograph information available to that client. Review its account, organization policy and data-handling terms before using it with workspace information.
Never place credentials in tasks, knowledge or screenshots. Use the supported secure connection flow for authentication.
If something does not look right
What you see | What to check |
A teammate cannot open shared work | Check membership, workspace selection and the specific resource’s audience. |
Disconnect did not remove task email | Review the existing sharing grant and use Take back when appropriate. |
Does connecting my mailbox share every message?
Does connecting my mailbox share every message?
No. Personal mailbox connection and sharing are separate. Review Email you have shared for the current audience of shared content.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.