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Teams & Accessarticlev2.8

Team Collaboration and RBAC

Use the Team workspace to manage invites, roles, and operational boundaries.

MyToolSpace DocsJul 28, 20269 min readIntermediate1 views

Design role boundaries first

Before inviting teammates, decide who needs billing visibility, who can edit automations, and who only needs operational execution access. This avoids overexposing sensitive routes later.

Role focusTypical accessRisk to watch
OperatorsExecute flows and manage filesUnreviewed changes to shared presets
ManagersRead analytics and team stateBroad access without ownership
AdminsBilling, settings, and user actionsCredential sprawl

Invite workflow

1
Confirm workspace scope
Decide whether the person needs one project area or broad workspace access.
2
Assign the narrowest working role
Default to the least privilege that still lets the teammate complete the job.
3
Review again after onboarding
Expand access only when real usage proves the first role is too tight.
Avoid hidden admin access
If billing, security, and developer tools are sensitive for your team, keep those routes restricted to a small owner group.
Table of contents
Design role boundaries firstInvite workflow
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/dashboard/team
Tags
team, rbac, permissions
Updated
Jul 28, 2026
Reading time
9 minutes
Version
v2.8
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