Clear Ideas Platform

Organization Policy & Governance

A governed operating layer for sensitive document work and AI operations

Clear Ideas combines organization AI policy, immutable governed AI records, signed evidence export, site lifecycle controls, and audit visibility inside one governed environment. The result is a platform where teams can collaborate, automate, and use AI without losing control over policy, evidence, or reviewability.

Policy, Evidence, and Control

Governance should make sensitive collaboration, AI use, and external review easier to trust as your Clear Ideas sites grow.

Policy at the Site Layer
Set organization-level rules for AI features, permitted models, web search, MCP access, mandatory AI instructions, signing defaults, lifecycle behavior, and policy history.
Governed AI Records
AI Chats, AI Workflows, AI Workflow Jobs, and governed MCP evidence are records with signed evidence export, durable retention, policy context, and review-ready structure.
Practical Lifecycle Controls
Archive and read-only modes let teams keep active views clean while protecting sensitive sites and records from unwanted change.

Policy and evidence controls

Governance from policy setup through evidence verification.

Administrators can set AI access rules, review policy history, inspect governed activity, export evidence, and verify sensitive records from one connected governance experience.

Organization policy

Set clear rules before sensitive AI work begins.

Administrators can set retention, strict enforcement, review access, policy instructions, and versioned governance rules in one organization policy area.
Clear Ideas governance policy and policy history montage

Policy versioning

Show the current policy version, timestamp, and policy hash for review.

Retention and enforcement

Governed AI chats and workflows can be retained and enforced as policy.

AI access

Control model families and AI capabilities separately.

Approve recommended models, aliases, image models, web search, enhanced search, summaries, MCP access, and billing-sensitive AI features independently.
Clear Ideas AI governance montage showing model access and AI feature policy controls

Detailed model selection

Choose the model families and aliases the organization can use.

MCP control

Enable governed external tool usage separately.

Skill access

Manage specialized skills independently from model policy.

Skill governance lets teams permit all AI skills or constrain members to a custom approved set while preserving policy clarity for reviewers.
Clear Ideas AI governance montage showing allowed AI skills controls

Skill approval mode

Permit all skills or limit the organization to custom approved skills.

Separate skill policy

Skill access is governed separately from tools, models, and feature flags.

Tool access

Set tool permissions for AI work and MCP access.

Tool access can be all tools, read-only tools, or a custom set, so teams can govern automation risk without shutting down useful AI workflows.
Clear Ideas AI governance montage showing allowed AI tool controls

Tool access mode

Choose all tools, read-only tools, or a custom governed tool set.

Tool policy control

Tool access is governed separately from chat, skills, workflows, and MCP.

Governance activity and evidence

Review governed activity, export evidence, and verify it locally.

Governance Activity helps teams inspect governed AI work, export supporting evidence, and preserve context for audits, internal reviews, and sensitive stakeholder workflows.
Clear Ideas governance activity and evidence verification montage

Local evidence verification

Verification happens in the browser against the evidence bundle manifest and receipts.

Evidence-ready action filter

Filter the activity feed to actions that support evidence export.

Governance Capabilities

Clear Ideas brings together the controls teams usually end up stitching together across file tools, AI tools, and review workflows.

Organization Policy
Use organization-level policy to control AI features, model access, web search, MCP access, Q&A, site exports, mandatory instructions, signing defaults, and policy history.
Signed Evidence Export
Export governed AI evidence from Governance Activity as a controlled package with policy version, policy hash, signed receipts, and hashes when review, retention, or internal investigation requires a durable record.
Local Export Verification
Verify downloaded evidence ZIPs in the browser without uploading the bundle, using the included receipt, manifest, public key metadata, and exported file hashes.
Organization AI Usage
Review credits, tokens, model usage, and usage by organization member across AI Chat and user-owned workflows from one administrative analytics view.
Access Review
Review who has access to each site, whether they are organization members or external recipients, what role they hold, whether access is expired or long-running, and what activity exists.
Site Export Snapshots
Run export jobs and scheduled site snapshots as controlled artifacts with progress, cancellation, download, deletion, retention, and storage accounting.
Deletion Prevention
AI records are immutable by default. Archive controls keep day-to-day interfaces clean without losing the governed history teams may need for later review.
Site Read-Only Mode
Lock a site against new edits without removing access, so teams can preserve the working state of sensitive materials while still allowing review.

Governance Builds on Security

Governance is more useful when the underlying protection model is already strong. Clear Ideas governance works alongside encryption, permissions, watermarking, redaction, and audit trails rather than replacing them.

Security & Data Protection
See the protection layer behind governance, including encryption, role-based access, watermarking, redaction, and audit visibility.

Where Governance Shows Up

Governance in Clear Ideas is most useful because it applies to the real work your team is already doing.

AI Chat

Governed AI Chats are immutable records that can be archived for usability and exported with verifiable evidence when the conversation becomes part of a review process.

AI Workflows and Jobs

Workflow definitions, runs, outputs, and associated chat records stay connected so automation remains reviewable after execution.

Sites and Content

Archive, read-only, and scheduled export controls help teams preserve sensitive sites and their contents without relying only on user-role changes.

Q&A, Notes, and Announcements

Questions, administrator responses, public site announcements, and file notes stay governed, permission-aware, and exportable.

Audit and Review

Access Review, Governance Activity, Audit Trail, and AI Usage help teams answer practical questions about who has access, who did what, when it happened, under which policy, and how governed AI was consumed across the organization.

Frequently Asked Questions

What is organization policy in Clear Ideas?

Organization policy gives teams a central way to define how sensitive work should behave across Clear Ideas sites. It covers AI features, permitted models, web search, MCP and external tool access, mandatory AI instructions, signing defaults, policy version history, and lifecycle controls.

What makes Clear Ideas governance different from generic AI tools?

Clear Ideas keeps AI inside the same governed environment as your documents, permissions, sites, analytics, and audit trail. Chats, workflows, workflow jobs, and governed MCP content access are governed records with controlled evidence export, rather than leaving teams to reconstruct what happened across disconnected tools.

Can I prevent people from deleting sensitive AI records?

AI chats, workflows, workflow jobs, and governed MCP evidence are governed records. Organization policy can also prevent deletion of governed AI records where retention matters. Teams can still archive records to keep day-to-day views clean without losing governed history.

How do read-only and archive differ for sites?

Read-only keeps a site visible while preventing new edits, uploads, renames, moves, and deletions. Archive is the stronger lifecycle control: it removes the site from normal active work while preserving the underlying records and history.

What does evidence export include?

Evidence export bundles the governed records associated with an AI Chat, AI Workflow, AI Workflow Job, or governed MCP evidence session into a single downloadable package. Signed exports can include Ed25519 receipts, file hashes, and key metadata so reviewers can verify the bundle after download. Organization administrators retrieve and verify exports from Governance Activity, which keeps review and evidence retrieval in one place.

Is this only for large enterprises?

No. The point of Clear Ideas governance is to bring stronger controls into an environment that is still practical for growing teams. You do not need a separate enterprise governance stack to get controlled AI, audit visibility, and site-level policy.

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