Run: Notion Workspace Governance SOP

The workspace owner confirms the scope of this SOP, including which Notion workspace, teamspaces, databases, and templates are governed. The workspace owner records the accountable role for permissions, template control, archiving, and periodic review. The workspace owner verifies that a backup owner or delegate is assigned for absence coverage.

The Notion administrator exports or reviews the current list of users, groups, guests, and page-level permissions. The Notion administrator identifies each role's access level and compares it against the approved access matrix. The Notion administrator flags any deviation, including excessive access, orphaned ownership, or inactive guest accounts.

The Notion administrator checks whether the requested permission change is covered by the approved access matrix and business need.

The Notion administrator updates the user, group, or guest permissions to the approved level. The Notion administrator confirms that inherited permissions do not create unintended access. The Notion administrator records the change in the access review log with date, requester, approver, and reason.

The Notion administrator escalates any non-standard, high-risk, or ambiguous access request to the workspace owner and compliance lead. The workspace owner reviews whether the request creates a non-conformance, requires temporary access, or needs compensating controls. The workspace owner documents the decision and any tolerance or exception period.

The workspace owner reviews each active template to confirm a named owner, current version, and last review date. The workspace owner verifies that obsolete templates are marked inactive and that only approved templates remain available for use. The workspace owner records any template deviation or duplicate template as a non-conformance for correction.

The Notion administrator identifies pages and databases that meet the approved archiving criteria. The Notion administrator moves inactive content to the archive location, preserves required retention metadata, and prevents further editing where appropriate. The Notion administrator confirms that archived items remain retrievable for audit or legal hold purposes.

The workspace owner conducts the scheduled review of permissions, templates, archived content, and ownership assignments. The workspace owner verifies that the review interval was met, exceptions were resolved or reapproved, and any non-conformance has a corrective action owner and due date. The workspace owner signs off on the review record.