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.

For more context on why secure automation matters in modern cycles, see:
How to Use RFP Automation to Win More Proposals

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 stays protected without slowing collaboration
• Streamlined teamwork: Contributors focus only on relevant sections, reducing rework
• Audit-ready structure: Clear trails of who accessed what and when

Many teams pair structured access with stronger process qualification — learn more in
The Ultimate Guide to RFP Go/No-Go Decisions

Real-World Use Cases: How Teams Are Using Permissions

Cybersecurity Firms: Compliance officers can review sensitive technical documentation while keeping client-specific content restricted.

Enterprise Sales Teams: Proposal managers assign specific RFP sections to AEs, while legal controls contract redlines and pricing visibility.

Public Sector Contractors: Segment access by clearance level or project type to stay audit-ready.

Healthcare & Finance: Sensitive data and regulatory language remain protected to support HIPAA and FINRA compliance.

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 execution.

• Projects: Assign questions & track ownership
• Knowledge surfaces with control: Only approved content appears for authorized users
• Audit Trails: Every access, edit, and approval tracked
• Integrations: Permissions apply across Slack, Chrome, and CRM workflows

To explore how AI strengthens structured proposal workflows, read:
How AI Improves Sales Proposals

Security and Compliance Standards You Can Trust

Speed means nothing without security.

Iris Permissions supports enterprise-grade compliance frameworks including:

• SOC 2 Type II practices
• Least-privilege access
• Encryption at rest & in transit
• SSO/SAML authentication
• Exportable permission logs

Whether you’re managing RFPs for finance, government, SaaS, or services — Iris keeps workflows fast and compliant.

Smarter Automation for Complex Teams

Iris has always been about making RFP workflows faster, smarter, and easier to manage across departments.

Permissions expands that vision — because automation shouldn’t introduce new risks or bottlenecks.

Pair access control with workflow automation to create repeatable, efficient, and scalable proposal systems. For frameworks and checklist guidance, see:
Common RFP Mistakes and How to Avoid Them

What’s Next

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

If you’re juggling compliance requirements, security documentation, or large cross-functional proposal cycles — this was built for you.

Smarter RFP automation starts with smarter access.

👉 Book a demo to see Permissions (and more) in action:
https://www.heyiris.ai/contact-sales

Frequently Asked Questions

Q1: Can I customize access by individual questions or just by project?
Yes — Iris supports permission control at both the project and question level.

Q2: Does Permissions work with Slack or Chrome extensions?
Yes — visibility rules apply across Iris integrations so governance stays consistent.

Q3: How does Iris support data protection compliance?
Iris follows SOC 2 Type II and GDPR practices, enforces least-privilege principles, encrypts data in transit and at rest, and supports SSO/SAML.