Roles and permissions
Role-aware UX keeps teams focused and reduces risk by showing the right actions to the right people.
Roles: owner, manager, member
How roles affect navigation and actions in the agency workspace, and what’s typically gated by permission.
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Portal vs agency permissions
Understand what’s visible in portal mode vs agency mode, and how to avoid exposing internal tooling to clients.
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Permissioning best practices
Recommended practices for access: least privilege, stakeholder clarity, and keeping operations safe across many clients.
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