ServiceKeelAccount and team access.
Use your own account and the team access appropriate to the work. Owner and admin roles manage sensitive business connections.
ACCOUNT ACCESS & REVIEW
Keep access deliberate.
Keep actions clear.
Understand the controls around your workspace and the steps you review before work moves forward.
THE PRACTICAL DETAILS
Know who is acting and what will happen.
Prepared-action review.
Inspect the current draft, recipient, and amounts. Confirm the action-specific review to finalize assisted changes or sends.
Enabled follow-up rules.
Review timing and conditions before enabling an automation. Pause it when your business needs change.
Keep account access personal.
Do not share passwords or payment details in support messages. Save your account before leaving a guest session, and use the appropriate team access for colleagues.
Connect providers intentionally.
Check the business account and requested permissions when connecting another service. Payment setup includes the provider’s verification requirements.
A FEW USEFUL ANSWERS
Before you go.
Does this page replace the privacy policy?
No. The privacy policy explains information handling and contact routes. This page describes account and workflow controls.
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Let’s handle what’s next.
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