---
title: Compliance & Permissions
slug: compliance-and-permissions
icon: {"faIcon":"fa-solid fa-diagram-project"}
docTags: 
createdAt: 2026-05-08T14:05:49.876Z
---

Write short, task‑focused guides to help users accomplish common goals. Use the examples below to understand how different blocks can improve clarity and guide users effectively.

::::::::Tabs
:::::::Tab{title="Using workflows"}
Use `/workflow` blocks to guide users through multi‑step tasks. Enhance steps with `/callout` blocks or visuals shown in the **Adding media** tab.

::::::ExpandableHeading{isOpen="true"}
### Workflows and Callouts examples

:::::WorkflowBlock
::::WorkflowBlockItem
Step 1: Do something

:::hint{type="info"}
ℹ️ **Note**

This is a callout example.
:::
::::

:::WorkflowBlockItem
Step 2: Continue to the next action
:::

::::WorkflowBlockItem
Step 3: Finish the task

:::hint{type="success"}
✅ **Sucess**

Task was completed successfully.
:::
::::
:::::


::::::
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::::Tab{title="Adding media"}
Add screenshots, videos, or diagrams to make steps easier to follow. Use `/image` for UI captures, `/video` for demonstrations, and `/mermaid` for flow diagrams that clarify logic or data movement.

:::ExpandableHeading
### Media examples

### Image

![](https://api.archbee.com/api/optimize/bNBm7nPJgXjbjLyfbHNh2/MQk6T7Z7WcvmMNS5qACfY-20260402-115228.png)

### Video

::embed[]{url="https://www.youtube.com/watch?v=BZoYneeqxzM"}

### Mermaid

```mermaid
graph TD;
    A-->B;
    A-->C;
    B-->D;
    C-->D;
```
:::
::::
::::::::

***

::::::ExpandableHeading{isOpen="true"}
## Example how‑to: connect a data source

### Goal

Describe what the user will accomplish by connecting a data source.

### Steps

:::::WorkflowBlock
:::WorkflowBlockItem
Open **Settings > Data sources**
:::

::::WorkflowBlockItem
Click **Add new data source**

:::hint{type="warning"}
Different data sources may require additional permissions. Make sure the account you’re using has the correct access.
:::
::::

:::WorkflowBlockItem
Select your provider from the list

![]()
:::

:::WorkflowBlockItem
Enter required credentials or API keys
:::

:::WorkflowBlockItem
Test the connection
:::

::::WorkflowBlockItem
Save the configuration

:::hint{type="success"}
Connection successful! You can now use this data source across the product.
:::
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::::::

### Notes

:::hint{type="warning"}
Users often skip important configuration steps. Remind them to review each instruction carefully.
:::

:::hint{type="success"}
Once you complete a guide, consider linking to related how‑tos or deeper documentation to help users continue their workflow.
:::

/