Workspace administration
Review agency controls on a regular rhythm
Build a lightweight review routine for permissions, feature settings, team changes, and operational ownership.
Admin6 min readSettings
Before you begin
Owner access · A current list of team and operational owners
A workspace stays healthy when its controls reflect the people and workflows that actually exist. A short recurring review is more effective than waiting for a permission problem, staffing change, or unexpected cost to force a clean-up.
Suggested monthly checks
Review active users, owner and manager access, custom roles, and individual permission exceptions.
Confirm feature controls, communication settings, billing and seat ownership, and the person accountable for each operational area.
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