User roles and permissions

Control what team members can access.

Permissions help protect client data and account settings.

Use the least access that still lets the person do their job.

  • Admins should be limited to trusted account managers or operators.

  • Reporting users may only need access to clients and projects.

  • Read-only access is best for people who need to review but not edit.

Review user access regularly, especially when team members leave or change roles.

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