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.
Sites
Organization Policy & Governance
Governed controls for sensitive Sites, AI records, agent runs, and exports
Clear Ideas combines organization AI policy, immutable governed AI records, signed evidence export, Site export snapshots, site lifecycle controls, and audit visibility inside one governed environment. Teams can collaborate, automate, and use AI without losing control over policy, evidence, or reviewability.
Policy, evidence, and control
Governance at the Site Layer
Governance should make sensitive collaboration, AI use, and external review easier to trust as your Clear Ideas Sites grow. Policy belongs next to the content, users, AI records, and audit trail it governs.
Organization policy controls AI features, permitted models, web search, MCP access, mandatory instructions, signing defaults, Site exports, lifecycle behavior, and evidence export without pushing teams into a separate governance tool.
Models, tools, policy, and evidence
Governance from access policy through evidence verification.
Administrators can set model access, govern tool boundaries, review policy history, export evidence, and verify sensitive records from one connected governance experience.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 Governed Agents.
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.
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 work.
Governance capabilities
Policy, Lifecycle, Export, Verification, and AI Usage Controls
Clear Ideas brings together policy, evidence, lifecycle, export, verification, access review, Site settings history, and organization AI usage inside the same governed environment as the Sites, AI records, and agents teams already use.
- Organization PolicyUse organization-level policy to control AI features, permitted models, web search, MCP access, tools and skills by scope, mandatory instructions, signing defaults, Q&A, notifications, local sync, site exports, and governed retention.
- Signed Evidence ExportExport 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 VerificationVerify downloaded evidence ZIPs in the browser without uploading the bundle, using the manifest, receipts, signing keys, chain metadata, and exported file hashes.
- Organization AI UsageReview credits, tokens, model usage, and usage by organization member across AI Chat and user-owned workflows from one administrative analytics view.
- Access ReviewReview 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 SnapshotsRun manual export jobs and scheduled Site snapshots as controlled ZIP files with progress, cancellation, download, deletion, retention, policy controls, and storage accounting.
- Policy and Settings HistoryExport organization policy history and Site settings history as evidence packages when teams need to prove how controls changed over time.
- Deletion PreventionAI 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 ModeLock a site against new edits without removing access, so teams can preserve the working state of sensitive materials while still allowing review.
Security foundation
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 remains available as its own feature area for teams that need to inspect encryption, role-based access, watermarking, redaction, and audit visibility. Explore Security.
Where governance shows up
Governance Applies Where Teams Already Operate
Governance in Clear Ideas is most useful because it applies to the sites, AI records, agents, review processes, and audit records teams are already using.
- AI ChatGoverned 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.
- Governed Agents and JobsAgent definitions, runs, outputs, and associated chat records stay connected so automation remains reviewable after execution.
- Sites and ContentArchive, read-only, manual export jobs, and scheduled export controls help teams preserve sensitive sites and their contents without relying only on user-role changes.
- Q&A, Notes, and AnnouncementsQuestions, administrator responses, public site announcements, and file notes stay governed, permission-aware, and exportable.
- Audit and ReviewAccess 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.
Related reading
Governed AI, Auditability, and Controlled Document Work
Further reading on governed AI, auditability, and controlled document work.
- Governed AI Checklist for Private Document AnalysisA practical checklist for access controls, citations, evidence, and defensible AI use.
- The Best AI Model Is a Governed SystemWhy the model decision matters less than the surrounding governance and review design.
- VDR Audit Trails: Meeting Compliance RequirementsHow durable activity records support review, compliance, and accountability.
- PDF Redaction for Controlled DisclosureHow governed disclosure connects redacted views, extracted text, search, AI, and audit records.
Frequently Asked Questions
What is organization policy in Clear Ideas?
Organization policy gives teams a central way to define how sensitive Sites, AI records, and agent runs should behave. 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, agent runs, 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, agent runs, 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, Governed Agent, Agent Run, 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.
Can governance cover Site export snapshots too?
Yes. Site exports package Site content into controlled ZIP snapshots that can be run manually or on a schedule, with progress, cancellation, downloads, deletion, retention, and policy controls. They complement signed governance evidence by preserving the workspace content itself.
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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