Smarter RFP Automation with Role-Based Permissions

Introducing Iris Permissions: Smarter, More Secure RFP Automation

We’re excited to introduce one of our most requested features: Permissions — designed to bring smarter, more secure control to your RFP automation workflows.

Why Permissions Matter in RFP Automation

When you're dealing with sensitive proposal content—especially in industries like legal, cybersecurity, or government—visibility matters. Different teams need access to different things. But most platforms treat every user the same, creating risk and friction.

That’s where Iris Permissions comes in.

With Iris, you can now control exactly who sees what.
From SEs and proposal managers to legal reviewers and security SMEs, each user can be assigned role-specific access. That means every contributor works inside a focused, relevant workspace—with zero overexposure or noise.

Built from Customer Feedback

This feature wasn’t built in a vacuum. It came directly from teams in the field, telling us:

“I want my Sales Engineers handling their part of the RFP—but I don’t want them seeing contract redlines or internal notes.”

Now, you can assign parts of the RFP to the right people while maintaining confidentiality, compliance, and clarity throughout the process.

More Control, Less Overhead

Here’s what Permissions unlock:

• Granular visibility: Assign access by role, project, or even specific questions.
• Confidentiality by design: Sensitive content is protected—without slowing down collaboration.
• Streamlined collaboration: Teams see only what they’re responsible for, reducing confusion and eliminating rework.
• Audit-ready structure: Maintain clear trails of who accessed what and when—ideal for compliance and review cycles.

Real-World Use Cases: How Teams Are Using Permissions

Permissions is already reshaping how teams work across industries:

• Cybersecurity Firms: Compliance officers can review sensitive technical documentation while keeping client-specific content restricted.
• Enterprise Sales Teams: Proposal managers can assign specific RFP sections to AEs, while legal controls contract redlines and pricing visibility.
• Public Sector Contractors: Government-facing teams can segment access by security clearance or project type to stay audit-ready.
• Healthcare & Finance: Sensitive data and regulatory language remain protected, ensuring HIPAA and FINRA compliance throughout the RFP process.

These real-world scenarios highlight how Permissions helps large, cross-functional teams work faster without compromising trust.

How Permissions Fit Into the Bigger Iris Ecosystem

Permissions isn’t just a standalone feature—it’s part of the larger Iris ecosystem that powers secure, connected, and intelligent RFP management.

• Projects: Assign questions and track progress directly within each project workspace.
• Knowledge Map: Permissions ensure only verified, up-to-date knowledge surfaces for approved users.
• Audit Trails: Every access, edit, and approval is tracked for accountability.
• Integrations: Permissions extend seamlessly across Slack, Chrome, and upcoming CRM integrations, so governance stays consistent no matter where your team works.

Together, these tools form the backbone of secure, scalable RFP automation that adapts to your organization’s needs.

Security and Compliance Standards You Can Trust

Speed means nothing without security. Iris Permissions is built on enterprise-grade compliance frameworks, ensuring your most sensitive data stays protected.

• SOC 2 Type II and GDPR Compliant
• Encryption in transit and at rest using industry-standard protocols
• SSO/SAML Authentication for centralized identity control
• Permission Logs exportable for audits and internal reviews
• Least-Privilege Access enforced at every level

Whether you’re managing RFPs for finance, government, or healthcare, Iris helps your team stay fast, compliant, and confident.

Smarter Automation for Complex Teams

Iris has always been about making RFP workflows faster, smarter, and easier to manage across departments.
Permissions is a natural extension of that vision—because automation isn’t helpful if it introduces new risks or bottlenecks.

Now, RFP automation doesn’t just mean faster—it means more secure, more scalable, and more aligned to how your team actually works.

What’s Next

Permissions is part of a larger effort to make Iris the most flexible and trustworthy RFP automation platform on the market.

If you’re juggling compliance requirements, security documentation, or just trying to keep a large team aligned—this feature was built for you.

Smarter RFP automation starts with smarter access.

👉 Book a demo to see how Permissions (and the rest of Iris) can help your team respond faster—without sacrificing control.

Frequently Asked Questions

Q1: Can I customize access by individual questions or just by project?
Yes! Iris allows you to assign permissions at both the project and question level. You can define who can view, edit, or approve each section for maximum control.

Q2: Does Permissions work with integrations like Slack or Chrome?
Absolutely. Permissions extend across Iris integrations—so whether your team uses Slack notifications, the Chrome extension, or direct web access, visibility and restrictions remain consistent.

Q3: How does Iris ensure compliance with data protection laws?
Iris follows strict SOC 2 Type II and GDPR guidelines, uses encryption at rest and in transit, and enforces role-based access controls to prevent unauthorized exposure of sensitive content.

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