Resources

Keep client context clear and access intentional.

Work in the right workspace

Confirm the workspace and client account before saving or sharing a view. Access to one client does not imply access to every account connected through a manager account.

Share the question and the view

A useful shared review includes the KPI, scope, dates, and the decision being considered. Add a brief comment or Note with the context the chart cannot provide.

Keep Saved Views private until you choose to share them. Sharing a view does not by itself grant access to the underlying client account.

Manage the team

Use team settings to review members, roles, and account access. Available collaboration controls depend on your plan. Check the current permissions before inviting a teammate or assigning client work.

Hand over a review

• Link the Saved View.
• State the decision or open question.
• Name the next owner and review date where your workspace supports it.
• Include the Tracker when the team is following a change.