Only the access needed
If a service needs access, use a separate account or connection that you can remove. Give only the permissions needed for the agreed work.
You decide who can access your business workspace. Service access is limited to the agreed work, purchases are checked before access is given, and access can be removed when the work ends.
If a service needs access, use a separate account or connection that you can remove. Give only the permissions needed for the agreed work.
Customer records stay inside the correct business workspace. The service blocks one customer from reading or changing another customer’s records.
Your quote, approval, test results, completion, and access removal stay linked to the same service request.
A confirmation page alone never unlocks a purchase. Product access or a workbook download is provided only after payment is verified.
Do not send passwords, one-time login codes, recovery codes, or secret account keys. If access is required, use the service provider’s secure invitation or sharing option and remove it when the work is complete.