Invite Team Members
How to coordinate with assistants or co-managers safely.
Operationally, treat account access as privileged access. Only share platform access with trusted operators.
Collaboration recommendations:
1. Keep one clear owner for billing and subscription actions.
2. Use separate credentials per person where possible.
3. Review data edits regularly from history views.
4. Remove access quickly when responsibilities change.
Common confusion:
- Keep account sharing to a minimum and rotate credentials any time access changes.