Governance
Decide who sees what, put an approval behind the decisions that warrant one, and keep the record of how your business arrived where it is.
Permission is a role, not a checklist
Access follows the role someone holds in the business account, not a list of switches kept up by hand. Grant the finance role and the finance view comes with it. Change the role and the access changes the same day.
Every approval carries a name
A document is drafted, submitted for review, and approved, and every step is stamped with the person who took it. What was approved, by whom, and when stops being something anyone has to reconstruct.
Policy lives beside the work it governs
Legal and compliance is a role of its own, with the documents and the history that role needs. Your policies sit in the same account as the work they govern, rather than in a shared drive nobody opens.
Your data stays yours
Archive what you no longer need and delete what you no longer want. Closing an account removes its content on a stated schedule, and until that point it can still be brought back.
Exceptions belong on the record
Where a person needs more than their role allows, a project or a document can grant them view or edit access on its own. The exception sits on the item it applies to, which makes it something you can see rather than something you have to remember.
An account has a state of its own
A business account is a draft, active, suspended, or terminated, and what it can do follows from that. Winding one down is a single decision rather than a round of manual clean up.
