Team and account
Why roles matter
Without role control, too many people may be able to edit tracking, delete items, or change important configuration.
Step by step
- Use viewer-style access for people who only need to inspect data.
- Use edit or manager access for people responsible for setup and analysis maintenance.
- Limit admin access to trusted owners of the workspace.
Team and account
How to choose the right role
Pick roles based on what the person actually needs to do.
Roles and permissions matrix placeholder
Step by step
- Product or marketing stakeholders often need view access only.
- Analysts or implementation owners may need edit access.
- Workspace owners or leads may need admin-level permissions.
Team and account
Review permissions regularly
Permissions should evolve as the team changes.
Step by step
- Review roles after restructures, contractor changes, or team moves.
- Remove access for people who no longer use the project.
- Document who owns setup decisions so changes stay coordinated.