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Account setup
Prepare workspace ownership, team roles and business details for a controlled VartaFlow account configuration process.
1 min read · 106 words.
Nominate an accountable workspace owner and a backup administrator. Confirm business details, team roles and access review cadence before inviting users. Exact screens depend on the verified product release and are intentionally not invented here.
Before inviting the team
List the people who require access, their job responsibilities and the minimum permissions they need. Use named accounts, record who can change integrations or billing, and remove access promptly when roles change. Agree how administrators will review membership and recover access.
Verification
Use test data to confirm each role can complete its intended work without seeing or changing unrelated settings. Record unresolved access questions before production onboarding.