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Guide

Manage team access and permissions

Add operational users, assign the least access they need, and verify sensitive areas with a role-based test.

Open Settings → Team & Permissions. Access should follow job responsibility, not convenience.

Access review

  1. Identify the person and the work they must perform.
  2. Choose the smallest role or permission set that enables that work.
  3. Pay particular attention to Settings, payments, Billing, user administration, and pricing activation actions.
  4. Save, then verify the result using an appropriate test account or with the user present.
  5. Revisit access when a person changes responsibilities or leaves the organization.

Never share a user account to bypass a missing permission. Shared accounts weaken auditability and make it harder to remove access safely. If a user cannot sign in or complete a security challenge, use the approved account-recovery path.