How Ex.Brain Uses Roles, Access Levels & Data

1 min read

Ex.Brain doesn’t treat every user the same—and that’s a good thing. It uses your organization’s structure to determine exactly what each person can access, analyze, and ask questions about.

This ensures that AI responses are:

  • Always relevant to your role
  • Secure and access-controlled
  • Personalized to your team or location

Add Your Heading Text Here #

To understand how Ex.Brain limits or allows access, remember this formula:

Role + Access Level + Workspace = AI Visibility

Let’s break it down:

1. Role (Your position or title) #

Used to:

    • Suggest relevant tasks
    • Customize suggested prompts
    • Filter conversation styles or summaries

Example: “Marketing Lead” might get brand-related follow-ups. “Operations Manager” gets location-specific prompts.

2. Access Level (Your permission set) #

Defines:

    • What features you can use (Meetings, STK, Data Lake)
    • Which Block Categories you can view or search
    • Whether you can summarize, export, or share results

If your access level excludes “Finance,” Ex.Brain won’t show P&L reports—even if they exist in the system.

3. Workspace Assignment (Your location or region) #

Controls:

    • Which Blocks you can query within your assigned branches
    • What STK or Meeting data is visible to you
    • Location-specific filters and dashboards

A user in “East Coast” will not get data from “West Coast” unless explicitly granted multi-location access

What Ex.Brain Will NEVER Do #

  • It won’t search or surface data outside your access level
  • It won’t answer questions about another user’s private tasks, notes, or training sessions
  • It won’t let users bypass access controls using indirect or disguised prompts

All without needing to manually organize visibility.

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