Manage users and permissions
Keep access aligned as responsibilities change.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings, then Users.
- Review active, invited and disabled users.
- Confirm each role matches current responsibilities.
- Remove access promptly for departing users.
- Review privileged roles on a regular schedule.
Good practice
Use named accounts for every person; shared logins weaken the audit trail.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.