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Configure workspaces

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Configure workspaces

Organize teams, permissions, and modes per organization.

howto • updated 2026-03-15

Use one organization per operational entity with clear separation between technical, fiscal, and support responsibilities.

Step-by-step

  1. 11) Create baseline structure

    Define organization, owner, and operating context (test first, then live).
  2. 22) Configure team

    Invite members by role and enforce least-privilege access.
  3. 33) Validate critical access

    Confirm who can perform sensitive actions (billing, fiscal, webhooks, team management).

Minimum permission matrix

RoleRecommended access
Ownerfull management and critical approvals
Admindaily operation and configuration without ownership transfer
Financefiscal/billing operation without team administration
Supportoperational investigation with restricted scope

Security checklist

  1. Review active members and remove obsolete access.
  2. Enforce 2FA for profiles with critical privileges.
  3. Log role changes with auditable justification.