Understand roles and permissions
Limit access according to each person's operating responsibilities.
Last updated July 16, 20261
Open Team settings.
2
Review the purpose of each available role.
3
Choose the minimum property and workspace access the person needs.
4
Test the expected workflow with the role.
5
Review access when responsibilities change.
Before you move on
Confirm the change with a representative property or sample workflow before applying it more broadly.
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