Instantly Workspace Access Governance
Overview
Review and change access with least privilege, explicit ownership, and tenant-boundary evidence. Record assumptions, evidence, approval state, and rollback ownership so another operator can reproduce the result.
Prerequisites
- The target repository, Instantly workspace, environment, and accountable owner
- Current security, privacy, compliance, capacity, and change-control requirements
- An approved API v2 key only when a bounded live verification is necessary
Tool Discipline
Use Read, Glob, and Grep to inspect code, configuration, and evidence. Use WebFetch only for current first-party Instantly documentation and package metadata. Use Write or Edit only when implementation was requested and exact target files are known; never write credentials, lead data, email content, or unrestricted environment output.
Current Contract
- API v2 keys support granular resource/action scopes and can be revoked.
- Workspace groups let an admin key act for a sub-workspace through x-as-workspace.
- Only owners/admins can manage group membership, and only owners can leave a group.
Authentication
Use an API v2 key as Authorization: Bearer <key> against https://api.instantly.ai/api/v2. Grant only the endpoint-specific scopes needed, inject the key from an approved server-side secret manager, and never print, persist, commit, or place it in a URL. Treat key creation, rotation, revocation, member changes, workspace delegation, and production access as owner-approved actions.
Instructions
- Inventory members, roles, API keys, scopes, service owners, and last-use evidence.
- Map each automation to the narrowest read/create/update/delete scope set.
- Review audit logs and flag orphaned, broad, shared, or cross-workspace credentials.
- For sub-workspace actions, validate the target ID and x-as-workspace header before execution.
- Prepare member/key/group changes as a reviewed change set.
- Apply only approved changes and verify both intended access and denied cross-tenant access.
Approval Boundaries
Do not create, rotate, reveal, or revoke keys; invite or remove members; delegate across workspaces; connect sending accounts; create or activate campaigns; import or delete leads; change suppression or retention; register, patch, resume, or delete webhooks; alter plans or paid capacity; transmit diagnostics; or perform another production mutation without explicit approval from the accountable owner. Keep diagnosis read-only unless implementation was requested.
Output
Return the workspace-safe scope, files and contracts inspected, exact API v2 routes and required scopes, evidence collected, validation result, sensitive fields redacted, remaining risk, accountable owner, approval state, and rollback or next action.
Error Handling
| Condition | Response |
|---|---|
401 | Stop and verify that the bearer key exists, is current, and was not revoked. |
403 | Stop and compare the operation with its exact required scope; do not broaden to all:all by default. |
429 | Coordinate the workspace-wide budget, honor endpoint overrides, and bound retries. |
| Schema or tenant mismatch | Fail closed, preserve redacted evidence, and do not retry a mutation. |
Examples
Use a compact handoff that makes scope, mutation authority, and evidence reviewable.
Input:
mode=review; workspace=opaque-id; include-secrets=false
Expected handoff:
broad-keys=2; orphaned-members=1; changes=awaiting-owner