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:
- remove or disable account access
- revoke pending invites related to that role
- secure shared devices and logged-in sessions
Same-day offboarding reduces avoidable risk.