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Add Your Team
Organize access around actual responsibilities.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Who needs access?
Typical roles include business owner, administrator, sales, marketing, HR, recruitment, support, operations and finance. Not every person needs every product.
Access planning
Give each person the access needed for their work. Review permissions periodically and remove access when someone leaves.
- List job responsibilities
- Group similar access needs
- Check sensitive customer and employee data access
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