Admin

Hands-on workflow

1. 1

   Use Team to add users directly or invite them by email.

2. 2

   Assign the least-privileged role that supports the user workflow.

3. 3

   Use Roles to understand what each role can do.

4. 4

   Use Tech to review API key presence and technical access.

5. 5

   Use Security to review access posture and account controls.

Tabs and sub-tabs

The page may expose these sub-areas. Use this list as the quick orientation map before writing internal SOPs.

Tips and common mistakes

• Owners can assign the broadest role set; admins have narrower assignment rights.
• Deactivate users before deleting them if you need a reversible pause.
• Use separate tech accounts for integrations where possible.