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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?

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