1. Choose one workflow to examine
Begin with a specific planning or delivery question rather than every process at once. Describe the starting event, the records involved and the decision at the end. A sprint review, backlog intake or meeting follow-up gives the team a concrete boundary for discussing context, permissions and proposed actions.
2. Identify the records and their owners
List the source tools and record types that the workflow needs. Explain which team owns each source and who can authorize access. Keep sensitive project records out of the public inquiry. A high-level description is enough for the first conversation; integration availability and any production data handling must be confirmed separately.
3. Define review responsibilities
Decide who will inspect suggestions, approve consequential changes and handle questions about access. Describe which operations should remain read-only and which would need an approval step. Bring security requirements into the discussion early, including identity, retention, hosting and the information your organization needs to review a proposed setup.
4. Agree on the access arrangements
Stark workspace access is arranged by invitation. The sales form stores your inquiry and the access-help form stores a request for support; neither provisions an account. Ask the team to confirm the intended workspace, sign-in method, available features and any service agreement before treating a public demonstration as your production environment.