Team member
Identify the team member whose responsibilities you are reviewing.
Access controls
Access with purpose.
Use roles and permissions to govern access to organization workflows.
See the interface
A PRACTICAL WORKFLOW
Access controls. Step by step.
Use roles and permissions to govern access to organization workflows.
In the workspace
Case: Review a team member’s role and account status when responsibilities change. Confirm the permissions required for their work.
Team directory preview showing roles and account status.
THE EVERYDAY ESSENTIALS
Access controls, in focus.
The key actions and scope to understand before your team gets started.
Assigned role
Review the assigned role and account status.
Permitted work
Confirm the permissions required for that person’s work.
Role review
The directory provides context; it is not a demonstration of a permission editor.
A FEW PRACTICAL DETAILS
