Access and permissions planner
Who gets the keys?
Choose who you're giving access to, then add the sites and apps they need. You'll get the right role and the steps to set it up.
Ground rules before you share access
Start and finish checklist
Role names and menus were checked against each platform's own help pages in November 2026. Platforms rename things often, so confirm in the app before you send an invite. General guidance, not legal or security advice.