Configure Granular Permissions for Account Settings

As accounts grow, so do their teams—and with that growth comes the need for clear, secure, and intentional access control. We’re introducing Granular Permissions for your account settings, giving account owners precise control over who can view, edit, or manage sensitive areas across your account.

What’s New

Previously, users across different roles often had broad, unrestricted access to critical areas such as billing, company settings, and account management. This made it difficult to safely delegate responsibilities and increased the risk of accidental changes or unauthorized actions.

With Granular Permissions, you can now:

• Define role-based access for key account areas

• Control read, write, and delete permissions based on user responsibility

• Restrict access to sensitive sections like billing, company settings, and client management

• Ensure users only see and interact with what they’re authorized to access

• Receive clear, contextual messaging when an action is restricted

Where Permissions Apply

Granular permissions are being rolled out across critical account workflows, including:

• Accounts List Page – Control who can view and manage accounts

• Manage Client Page (Basic Details) – Limit access to client-level configuration

• Account Billing – Protect financial and billing-related actions

• Account Company Settings – Secure high-impact configuration settings

This layered approach ensures sensitive operations are protected without slowing down day-to-day work.

Who Benefits

Account Owners & Admins: Confidently delegate tasks while maintaining full control and security
Account Teams: Gain clarity on what actions they’re allowed to take—reducing confusion and mistakes
Clients: Benefit indirectly from improved security, governance, and operational reliability

Why It Matters

As accounts scale, trust and security become just as important as speed. Granular permissions allow accounts to:

• Protect sensitive data from accidental or unauthorized changes

• Reduce support tickets caused by access confusion or blocked workflows

• Improve retention by giving admins confidence in secure team collaboration

• Meet governance and compliance needs with clearer access boundaries

Instead of an all-or-nothing access model, accounts now have fine-grained control that grows with their team.

Built for Scale and Security

Granular permissioning is a foundational step toward mature role-based collaboration within your account. By enforcing access rules consistently across the platform, accounts can operate at scale—without compromising security, trust, or efficiency.