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Permissions translate org structure into enforceable rules. When in doubt, mirror how your company already thinks about data classification—customer data vs internal-only vs public marketing.

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Default roles

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Admin count

Keep the admin group small and named. Too many admins increases accidental misconfiguration; too few blocks urgent fixes.

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Custom roles

On supported plans, create roles that map to your internal job functions and restrict exports or automation actions.

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Design tips

Name roles after outcomes (“Support – view only”) not job titles alone (“Engineer”), because titles drift faster than access needs.

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Testing

Before rolling out a new role, impersonate or test with a sandbox user—verify denied actions fail closed with a clear error.

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Auditing

Admins can review a lightweight access log of role changes and exports (retention varies by plan).

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Reviews

Schedule quarterly access reviews for high-sensitivity projects. Export logs before reviews if you need to join them to HR systems.