Access and collaboration
Managing users and access
Understand owner, admin, member, viewer, and entity-scoped users, plus access requests and invitations.
Walkthrough
- Assign workspace owners
Give the Owner role only to trusted users responsible for workspace configuration, team access, billing, and other sensitive controls.
- Add viewers
Assign the Viewer role to users who need to review visible workspace records without creating, editing, or managing them.
- Choose the appropriate access scope
Decide whether each user needs company-wide visibility or access limited to specific entities based on their responsibilities.
- Limit access to assigned entities
Scope brand and store viewers to their assigned entities whenever practical so they only see records relevant to their work.
Requests and pending access
Request flows help capture who wants access, what company or entity they need, and the context an authorized reviewer should evaluate.
