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Security
Nov 10, 20257 min read

Security guardrails for sharing warm paths

The minimum viable policies that keep relationship data safe without slowing intros.

Lena OrtizSecurity & Compliance
SecurityGovernanceData Policy
Warm paths are sensitive. We ship guardrails that make intros safe by default.

Principles first

Least privilege, clear audit, and opt-in sharing keep stakeholders comfortable contributing their network.

Controls that don’t slow deals

The result is simple: reps move fast, while admins see exactly who shared what and why.

  • Row-level policies by workspace and account team.
  • Masked personal emails until an intro owner is assigned.
  • Consent log for every shared path with timestamped rationale.

Key takeaways

  • Guardrails should be invisible to reps but visible in audit trails.
  • Mask sensitive data until accountability is assigned.
  • Write a one-line rationale for every shared path to build trust.

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