Roles should reflect responsibilities rather than simply offering admin and everyone else. Excessive access can expose customer data or allow unintended changes.

The decision to make

List actions and data separately, then assign the minimum access needed for each role. Apply checks on the server, not only by hiding buttons.

Practical checklist

  • Map viewing, editing and billing permissions.
  • Test access across customer organisations.
  • Document who can invite and remove members.

An illustrative example

An accounts employee may need invoices without access to operational customer records. A single broad administrator role may be unnecessary.

Your next step

Review the role matrix with the customer and test denied actions as carefully as permitted ones.

AI-assisted planning guide published by Prime Pixels. Examples are illustrative, not customer case studies. Project scope and applicable requirements must be checked for your circumstances.