Common Permissions Questions for Business Owners

Recommended for: Owners Time to complete: 5 minutes

Most permission questions come down to three things: role, branch access, and plan access.

Why can one user see something another cannot?

They may have:

  • a different role

  • different branch assignment

  • access to a different part of the workflow

Should everyone be an admin?

No. Use the lowest role that still lets each person do their job.

When should I use owner access?

Only for the smallest possible number of trusted people.

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