Manage workspace access securely

Use least privilege for members who administer channels, Help Center, billing, or customer conversations.

Steps

  1. Review active members and remove access that is no longer needed.
  2. Grant administrative roles only to people who own configuration changes.
  3. Separate everyday inbox work from billing, security, and channel administration where roles allow.
  4. Test access with a non-admin member after changing permissions.

If you still need help

Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.