Privacy settings

[Beta] Update Workspace Privacy Settings

Changed on

Updates one or more AI privacy settings for a workspace in your organization.

This is a PATCH: include only the fields you want to change. Fields you omit keep their current values. Unknown properties are ignored.

You must be an organization admin. Organization admin is an organization-wide role and is separate from workspace admin. Workspace admin alone is not enough for this endpoint.

Writable fields

  • ai_features_enabled
  • ai_on_premises_processing_enabled
  • ai_cloud_third_party_enabled
  • ai_third_party_training_enabled

HIPAA (hipaa_compliance_enabled), 21 CFR Part 11 (cfr11_compliance_enabled), and ai_on_premises_training_enabled are returned on read but cannot be changed through this endpoint.

Cascades

  • Setting ai_features_enabled to false also turns off ai_on_premises_processing_enabled, ai_cloud_third_party_enabled, ai_on_premises_training_enabled, and ai_third_party_training_enabled.
  • When hipaa_compliance_enabled is true for the workspace, the same AI fields are forced off, including values sent in the same request.
patch/public/beta/privacy-settings/workspaces/{workspace_id}

Request

Request body

ai_features_enabledboolean

Master switch for AI features. Setting it to false also disables ai_on_premises_processing_enabled, ai_cloud_third_party_enabled, ai_on_premises_training_enabled, and ai_third_party_training_enabled.

ai_on_premises_processing_enabledboolean

Whether PandaDoc-operated AI processing is enabled.

ai_cloud_third_party_enabledboolean

Whether third-party cloud AI processing is enabled.

ai_third_party_training_enabledboolean

Whether third-party model training is enabled.

Example request

{
  "ai_on_premises_processing_enabled": true,
  "ai_cloud_third_party_enabled": true
}

Response

Updated privacy settings for the workspace.

workspace_idstring required

Workspace id.

hipaa_compliance_enabledboolean required

Whether HIPAA compliance is enabled for the workspace. When true, every AI setting is forced off.

cfr11_compliance_enabledboolean required

Whether 21 CFR Part 11 compliance is enabled for the workspace.

ai_features_enabledboolean required

Master switch for AI features in the workspace.

ai_on_premises_processing_enabledboolean required

Whether PandaDoc-operated AI processing is enabled.

ai_cloud_third_party_enabledboolean required

Whether third-party cloud AI processing is enabled.

ai_on_premises_training_enabledboolean required

Whether PandaDoc-operated model training is enabled.

ai_third_party_training_enabledboolean required

Whether third-party model training is enabled.

Example response

{
  "workspace_id": "BhVzRcxH9Z2LgfPPGXFUBa",
  "ai_features_enabled": true,
  "ai_on_premises_processing_enabled": true,
  "ai_cloud_third_party_enabled": true,
  "ai_on_premises_training_enabled": true
}

Changes