Sooner or later a client asks, "Who on your side can see our information?" You should be able to answer in a minute.
Three checks
- Who has access: ask for the people on a client mind and their roles. Owner, editor, VA or viewer, each with different limits. A VA or viewer cannot see notes you mark private.
- What they added: search for what your VA or team saved recently, so their work is checked, not just trusted.
- What is waiting: new memories from some sources wait in Review until you approve them. Clear that list in Armbrain HQ.
Each client mind is separate. Adding someone to one client does not show them your other clients.
Make this part of offboarding. When a contractor finishes, remove them from every client mind they were on, and check the list again the next month.