Manage customer roles and permissions
Understand owner, manager, billing, uploader and reviewer access before inviting a team.
CategoryAccount and security
Steps4
Checklist6 verification points
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Keep ownership limited
Owners control the company workspace and should be restricted to trusted administrators.
Use manager and billing roles deliberately
Managers coordinate work; billing users handle payment records without automatically controlling production.
Scope uploaders and reviewers
Uploaders prepare source; reviewers inspect assigned results and approval tasks.
Remove access promptly
Disable users and vendor access when responsibilities end, then review audit events.
Answers for this topic
01Can an uploader change billing?＋
No, unless separately assigned a billing-capable role.
02Can a reviewer invite users?＋
Only roles with team-management authority should manage invitations.
03How are vendors separated?＋
Vendor access is scoped to assigned operational work.
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