Workspace Access Management

Ensure that only the right people have the right access at the right times, fully automated and secure
SUMMARY

Automate access to workspaces, docs & comms channels based on agreements, subscriptions, assets & more

Problem

Managing access to workspaces, documents, and communications channels in a growing organization can be a nightmare. With contributors joining and leaving, roles changing, and permissions evolving, it’s easy for things to slip through the cracks. This often results in security risks, inefficiencies, and a lack of accountability.

Solution

Hats Protocol automates access management across all levels of your organization. By automatically granting and revoking contributor permissions based on predefined eligibility rules — such as agreements, subscriptions, assets, and more — Hats ensures that only the right people have the right access at the right times, without the need for any centralized oversight or manual verification.

Key Features:
  • Automate Onboarding & Offboarding: Save time by automatically assigning the right permissions to contributors as they onboard into your organization, and automatically revoking those permissions when they’re no longer active.
  • Provide Subscription or Membership-Based Access: Tie access to active subscriptions or memberships using the Hats + Unlock integration; access is automatically revoked when the subscription is cancelled or expires
  • Ensure Transparent and Auditable Records of Contributor Access to Permissions: Maintain clear records of who has access to what, ensuring accountability and transparency.

Opportunities

  1. Unlock Protocol enables organizations to provide subscription-based access or charge a membership fee to claim specific roles and access their permissions
  2. Optimism Fractal is creating pathways for contributors to "level up" automatically as they get more involved and accrue reputation
  3. LEXClinic and Hats protoDAO are requiring new members to sign entry agreements in order to access private docs and workspaces
1. Unlock Protocol enables organizations to provide subscription-based access or charge a membership fee to claim specific roles and access their permissions

See a demo video here.

Hats has integrated with Unlock Protocol to allow organizations to set up recurring subscriptions or one-time membership fees for roles. When you add a subscription or membership fee to a role, a unique claim page is automatically generated for fee collection and onboarding.

Once a subscription or membership is active, the new member immediately gains all associated role powers, such as access to workspaces, communication channels, and voting rights. If the subscription is canceled or expires, access is automatically revoked.

Example of claim page automatically generated when you add a subscription or membership fee to a hat

For a video tutorial and written guide for how to add a subscription or membership fee to a hat, see the docs here.

2. Optimism Fractal is creating pathways for contributors to "level up" automatically as they get more involved and accrue reputation

See their Hats structure here.

Optimism Fractal exemplifies how organizations can use Hats to automate role assignments and revocations as they get more involved in the organization.

As a starting point, Optimism Fractal uses the Hats Agreement Eligibility module (see the next example below) to ensure new members complete a tutorial during onboarding. By signing the onchain agreement verifying they've completed the tutorial, new members receive the Fractalgram Certification hat, providing entry into the community.

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Then, as members accrue a certain amount of Optimism Fractal tokens, they can "level up" automatically by claiming new roles they are eligible for. Earn 5 Optimism Fractal and you can claim the Rookie hat, which provides access to community workspaces.

Earn 50 Optimism Fractal and you can claim the Rising Star hat, which enables you to take on a leadership role at Optimism Fractal events! If anyone were to fall below this threshold of 50 Optimism Fractal tokens, their hat would be immediately and automatically revoked.

Wear both the Fractalgram Certification hat and the Rising Star hat and you can become a Respect Game Leader and hold a major leadership role in the DAO!

Because Optimsim Fractal uses Hats, none of these verification details need to be manually tracked, nor do permissions need to be manually assigned. Instead, contributors can level up in the community based on the stages set by the organization, automatically accruing more and more permissions with each level.

3. LEXClinic and Hats protoDAO are requiring new members to sign entry agreements in order to access private docs and workspaces

See their Hats structures here and here.

Hats protoDAO, the organization working to decentralize and govern Hats Protocol itself, includes several roles each representing different degrees of involvement in the community. The most basic of these roles is the Hats Community Member, which serves as the entry point to the community. 

The onboarding process for joining the Hats Community is fully automated, providing new members with the relevant context and access they need the instant they join. This saves a ton of time, as new community members do not need to be manually added to communication channels and workspaces as they get involved.

With the onboarding mini-app, anyone can become a Hats protoDAO Community Member in seconds. Onboarding is self-service, intuitive, permissionless, and onchain. Users can onboard in three steps: 

  1. Visit the onboarding mini-app to view the Hats Community Agreements & Code of Conduct
  2. Claim the Hats Community Member hat by signing the Community Agreements & Code of Conduct via an onchain transaction
  3. Join the Hats Community Telegram channel, Charmverse workspace, and other hat-gated permissions directly via their hat once claimed

A look at the hat-claiming mini app automatically generated by adding an agreement eligibility module to a given hat

When the new community member executes the signature transaction, Hats Protocol creates an onchain transaction that verifies agreement with the Community Agreements & Code of Conduct and automatically mints a Hats Community Member Hat to the user’s wallet. Once claimed, the user assumes the Community Member role and receives the permissions that come with it. 

This Community Member hat gives them the appropriate level of access to all the community’s tools and platforms, allowing them participate in protoDAO governance and community discussion right away. This includes the Community’s communication channels, workspaces, documents, form access, and voting rights. 

LEXClinic is similarly using Hats to ensure new members consent to entry agreements prior to claiming a role in the organization.

LEXClinic Entry Agreeement, powered by Hats

As needed, the organization like LEXClinic can update the agreement (for example, at the start of a new season) and require members to sign it within a given period of time. If members do not sign the new agreement in the specified time period, their Community Member hats will be automatically revoked, and they’ll instantly lose the access permissions that come with it.

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