GETTING STARTED

Permission hygiene checklist

Tighten up first0 / 12

Fix the two-point items before the agent touches anything that matters: narrow access, approved purchases, drafts only.

The agent can only see the folders and apps it needs
Every purchase needs my explicit approval
No card is saved for standing approval
Anything sent in my name is drafted for review first
I've read what the privacy policy says about training and retention
Sensitive files and client data stay out of reach
I know where to revoke each connector
I review the agent's activity log every week