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THE PROCESS · STEP 5 OF 6

Authorized access

Set up supported permissions for the agreed work while keeping ownership of your marketplace account.

Open application form
Store owner and advisor setting up authorized user permissions
  1. Use the marketplace’s supported access

    Discuss the appropriate team, user or role permissions available for your marketplace and operating scope.

  2. Approve only the required permissions

    Set the access needed for the agreed activities. Your account remains yours, and permission choices should match the written plan.

  3. Confirm the setup together

    Check that the team can perform the authorized work and that access can be reviewed or removed when the arrangement changes.

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