Feature area

Governance and control

Governance keeps shared infrastructure usable: sections scope visibility, roles constrain actions, and templates can be shared or personal.

Features/Governance and control

What it is

Sections represent desks, regions, or brands. Operators filter stories, POVs, participants, clips, and templates by active section. Story ACLs and access levels add tighter edit control where needed.

  • Section selector across Engage pages
  • Story and POV ACL on cards
  • Shared vs personal graphics templates
  • Focused vs expert UI modes

Where it lives in the product

Governance appears as filters and permissions on Stories, POVs, POV panel, Create, and Graphics—not as a separate bolt-on admin module.

  • Section filter control in expert mode
  • Graphics template visibility by section
  • Role-aware actions in Engage

What you control

Administrators configure sections and shared templates. Editors work inside an active section to avoid cross-desk noise.

  • Active section context
  • Template scope (everyone, selected sections, personal)
  • Expert-only filters and send options

Typical flow

How organizations scope daily work.

  1. Step 1

    Define sections

    Map organizational units to section records in your deployment.

  2. Step 2

    Operators pick context

    Editors set active section before sourcing and production work.

  3. Step 3

    Scope templates and stories

    Assign stories and shared graphics to the right sections.

  4. Step 4

    Run workflows inside scope

    Outreach, inbox, and render proceed with section-appropriate records.

Product screenshots

Section-aware workspace and access.

Keep desk-level workflows scoped and coordinated.

Common questions

How does this differ from the governance capability page?

This page describes governance as a product area. The governance capability page focuses on operator-visible behavior and FAQ in more detail.

Related features

Other product areas connected to this workflow.

Section-aware governance

Governance in CiteLoop keeps shared infrastructure usable across desks and teams. Sections scope data visibility, roles control actions, and ACLs restrict story and POV access where needed.

Read feature page

Related terms

Definitions used on this page.

Section-aware governance

Scoping stories, participants, templates, and settings by organizational section or team.

Read in glossary

See this workflow on your desk or campaign

We can walk through setup, approval, and reply handling using your story format.