Team and Account Management
Manage Teammate access, roles, and security controls at Account scope.
Overview
Team and Account Management covers who has access and what actions are permitted. It also covers Account-level controls that affect every Organization and Project.
Key Concepts
Account scope: top-level access boundary for all Organizations and Projects
Organization scope: access boundary for one Organization and its Projects
Project scope: access boundary for one Project
Role: permission set within a scope
How It’s Used
Use these guides during onboarding, offboarding, and governance changes. Use them for access reviews and security posture checks.
Benefits
Reduced risk from over-scoped access
Cleaner collaboration through consistent role assignment
Clearer auditability through stable access patterns
Setup Steps
Best Practices
Limit Account Admin and Owner roles to a small set.
Prefer Project scope for external collaborators.
Review access monthly and after major delivery milestones.
Summary
Team and Account Management standardizes access patterns at Account scope. Scope controls visibility. Roles control actions.
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