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How to Design Roles Safely

  • Separate owner or administrator access from daily employee access.
  • Give managers only the elevated controls they actually use.
  • Limit financial deletion, refunds, settings, employee management, and sensitive reports.
  • Create a technician role for repair work without unrelated financial access when appropriate.
  • Review roles whenever responsibilities change.
  • Test a role with a non-production workflow before assigning it widely.