- **Reserve Admin for whoever genuinely needs it.** Billing, AI agents, Channels, Team and Settings — including the Danger zone — are sensitive areas: the fewer people with that role, the less risk of an accidental change. - **Give Editor to your day-to-day operations team** — whoever handles conversations, manages leads, maintains the knowledge base, or works with contacts and marketing campaigns — without giving them access to the agency's configuration. - **Use Read-only for anyone who only needs to see** — for example, someone who follows conversations, leads or analytics without acting on them. - **Review the Members list from time to time**: check that roles still match what each person does today, not what they did when you invited them. - **Suspend access as soon as someone leaves the team**, instead of waiting (section 4).