Best Practices

Operational best practices for version sets, channel tagging, multi-org tenancy, and PHI isolation.

This section covers how to operate services safely using version sets, recommended promotion workflows, and guardrails aligned with the platform’s permissions and APIs.

Primarily Classic API - These best practices cover Classic API operational patterns (version sets, channel tagging, multi-org tenancy). For Platform API workspace management, see the Platform API docs.

Sections

Version Sets & PromotionChannel Tagging SystemPHI Isolation & Selective SharingInformation Ingestion & Exchange