Roles decide which business information and actions a member can use. Give the narrowest role that covers the work. Cleaner access is not the same as owner, finance, team or reporting access.
What to do
- 01
Review the role
Open Roles in the active business and review what each role can read and change.
- 02
Set the member access
Assign the narrowest role that covers the member’s work, then check that owner, finance and team controls remain limited.