Workspace security checklist

Before you start

Use this guide when review users, permissions, API keys, webhooks, and sensitive settings.
Start with a small, reviewable example before applying the workflow broadly.
Confirm the required data, accounts, credits, and permissions are available before you begin.

Recommended workflow

Part 1

Clarify the goal

Write down the outcome, audience, owner, and success criteria before changing data or launching a workflow.

Workspace security checklist: Goal definition — Workspace security checklist

Part 2

Prepare the required inputs

Confirm the needed lists, connected accounts, permissions, credits, fields, templates, or source URLs are ready.

Workspace security checklist: Required inputs — Workspace security checklist

Part 3

Complete the workflow in a small pass

Review users, permissions, API keys, webhooks, and sensitive settings.

Workspace security checklist: Workflow pass — Workspace security checklist

Part 4

Review the result

Check the saved records, validation state, campaign readiness, or reporting output before using the result elsewhere.

Workspace security checklist: Review result — Workspace security checklist

What to do next

Apply the workflow to a small sample before scaling it across a full list, campaign, or workspace.
Use the related guides below for the adjacent setup, validation, or troubleshooting steps.

FAQ

Who should use workspace security checklist?

Use this guide when you need to understand or complete this workflow inside Settings, billing, and administration. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Start cleanSet up a campaign-ready workspace

Use the setup checklist before importing leads, connecting senders, or launching campaigns.

Open checklist

See it in the productExplore the DitLead platform