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Key resource

Role permissions

Calibrate who can request work, approve spend, and access sensitive data.

Key considerations

Start with baseline client, contractor, and subcontractor roles, then layer custom policies only where required.
Use groups to grant temporary access to auditors or regional teams without editing individual users.
Document approval chains for finance, compliance, and legal actions so audits are painless.

Enablement tips

Align role scopes with HR or identity provider attributes to simplify provisioning.
Review high-privilege roles quarterly with security owners and capture sign-off.
Pair permissions updates with change notifications so impacted teams are never surprised.

Related links

Admin operations guide

Need more help?

Our support team can walk through configuration questions or share additional templates.

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