WORKFLOW GUIDE · 3 STEPS

Before you start

Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.

This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.

01

Prepare the right starting point

List the activities each role needs to perform.

02

Complete the task thoughtfully

Grant access appropriate to those activities and restrict administrative changes to authorized people.

03

Verify the result

Review permissions when roles change and document who owns that review.

Final checks

Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.

Useful support requests include the page or setting involved, the expected result, and what actually happened. Never send passwords or payment credentials.
Was this guide helpful?