Before you begin
Give each person the permissions needed for the work they perform.
Recommended workflow
Review client, billing, configuration and sensitive-field permissions separately. Test the role using a restricted account.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not rely on a hidden menu as the only proof that an action is restricted.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team