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What can we help you with?
Audience: Customer
Module: Settings & Security
Time to read: 4 minutes
Applies to: All plans
Quick answer
Roles and permissions control what users can see and do in the app.
Why access control matters
Poor access management can lead to:
• Accidental data changes
• Security risks
• Accountability gaps
How access works
Permissions typically govern:
• Module visibility
• Edit and approval rights
• Access to sensitive data
Best practice
Grant the minimum access required for each role.
Related articles
• How do roles and permissions work?
• How does Team & HR manage access?