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Setup & Access Mistakes

The two setup mistakes that cause the most pain later: skipping setup and over-granting admin.

#At a glance

DetailValue
Recommended audienceOwner / admin
Estimated time15–20 min
PrerequisitesBeginning or growing your rollout
Portal areas usedSettings, Users & Roles
AI usedNone (setup)

#Purpose

Help you avoid the early setup and access mistakes that undermine security and adoption.

#Business outcome

You set up in the right order and grant access by least privilege.
1

Setup & Access Mistakes

#Success checklist

You're on track when

  • You did not skip core setup (security, email)
  • Admin/CEO is limited to a trusted few
  • Roles match responsibility

#Common mistakes

  • Skipping setup and jumping straight to daily use
  • Giving everyone admin access

#Best practices

  • Follow the setup order
  • Apply least privilege

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