Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Review the person’s responsibilities before inviting them to the workspace.
Complete the task thoughtfully
Assign an appropriate role and department rather than granting broad access by default.
Verify the result
Test the intended workflow and remove access when the person no longer needs it.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.