Documentation
Customer Platform

SAFE OPERATIONS

Operate Customer Platform safely

Apply customer access, data, review, and operational safeguards for Customer Platform.

Customer safeguards

  • Treat workspace availability, product availability, and individual member access as separate requirements.
  • Use Teams only from the intended organization workspace and only with the required administrator permissions.
  • Send invitations to the exact intended email address and review the selected role and product before submitting.
  • Never share verification codes, invitation links, passwords, or password-setup links.

Review cycle

  1. Confirm the workspace, scope, and product access before a sensitive action.
  2. Review the product result with the accountable customer owner.
  3. Record the decision and assign follow-up work.
  4. Verify the outcome before closing the task.
  5. Revisit policies, access, and notification paths when the environment changes.

Get support

When contacting support about Customer Platform, include the workspace, affected workflow, approximate time, and any visible correlation identifier.

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