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Tip 67 of 72Habits, team and depth

Check Who Has Access

Know who can see each client mind and what they have added.

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

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.

Read the team sharing guide.

Try it

  • Armbrain, who has access to the Lumen Health Clinic mind, and with what role?

  • Armbrain, show me what my VA added to Lumen Health Clinic this week.

  • Armbrain, what is waiting for my review in the Lumen Health Clinic mind?

Prompt of the day

Access review for one client

Change these first:

CLIENTCOMPANY = Lumen Health Clinic Armbrain, switch to CLIENTCOMPANY. List everyone who has access to this mind and their role, show what my VA added in the last two weeks, and list anything waiting for my review. Do not change anyone's access until I say so.

Why it works: It answers the client's "who can see our data" question and checks your team's recent additions in one pass, without changing anything.