Overview
Protect workspace data while enabling authorised users.
Before you start
No prerequisite guide is required.
Step-by-step guide
Step 1
Open a user and assign the appropriate role and workspace membership
Open /admin/users and open a user and assign the appropriate role and workspace membership.
Visual guidance · desktop
The user receives only the workspace capabilities they need.
Open /admin/users and look for: user roles and workspace memberships.
Expected result: The user receives only the workspace capabilities they need.
If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.
Tips
- Complete the workflow in the workspace where the underlying customer data belongs.
Common mistakes
- Working in the wrong workspace. Confirm the workspace switcher before making changes.
Troubleshooting
- The control is unavailable: Check your role, plan and integration health, then retry.
Best practice
Use this workflow to achieve: Protect workspace data while enabling authorised users.