YOUR WORKSPACE / YOUR INFORMATION
A shared place
for the details.
This workspace stores company profiles, opportunity drafts, submitted answers, messages, and account information so you can return without re-entering your work.
Who can see it
Authorized Workwell operators and company managers can see company opportunities, including drafts. Other members see opportunities they created or were assigned to. Viewers have read-only access to their assigned opportunities. Invitations are issued by Workwell. Contact us if someone’s access should be removed.
New customer requests
Incoming discovery requests remain visible only to Workwell until an operator attaches them to a company. Attaching a request makes its answers available to that company’s invited members. Workwell preserves the original submitted answers.
Saving and accounts
Use Save draft or Save profile before leaving a form. Saved answers are kept in the workspace database. A necessary session cookie keeps you signed in. Passwords are stored as hashes. This portal does not use advertising trackers or send your questionnaire answers to an AI provider.
What belongs here
Describe your process, pain points, and the types of data involved. Do not include passwords, API keys, payment details, sensitive employee records, or confidential customer datasets. Upload only documents you are authorized to share. Files remain unavailable until malware scanning passes; scanning cannot guarantee that every file is safe. The maximum file size is 20 MB. Workwell can disable hosted uploads for companies whose documents must stay on their own systems. This portal does not automatically send uploaded documents to an AI provider.
Notifications and decisions
Update emails link to the workspace without including answers or document contents. You can disable optional update emails in Account. Invitations and password resets contain private, time-limited links. Operators must use an authenticator; customers may enable one. Published proposals preserve their version, fees, scope, and recorded approval. Enhancement requests do not automatically authorize additional charges.
Copies and retention
Uploaded files display an expiry date based on the company policy. Deleting a file removes it from active storage; encrypted backup copies expire under the 30-day backup policy.
Submitted briefs are retained as snapshots for project history. Archiving a draft hides it from the default list; it does not delete it. Exported answers and emailed briefs are separate copies. Contact Workwell to discuss access, corrections, or deletion, including any copies retained for project records or backups.
Local preview
You are using the customer workspace. Its account and storage settings are separate from the public website’s optional browser-saved questionnaire drafts.