Manage team roles, permissions, and invite links

Keep team access simple

Use clear role groups such as:

• owner
• manager
• staff
• viewer

Start simple, then customize access where needed.

Give access by responsibility

A practical rule:

• staff get only what they need for checkout work
• managers get tools needed for daily operations
• owners keep high-risk controls

This reduces mistakes and protects your account.

Invite workflow best practice

When sending invite links, confirm:

• correct role
• correct locations
• correct access level
• clear expiry window

Revoke unused invites so old links cannot be used later.

Same-day offboarding checklist

When someone leaves:

1. remove or disable account access
2. revoke pending invites related to that role
3. secure shared devices and logged-in sessions

Same-day offboarding reduces avoidable risk.