Broker guideReview who can access your carrier workspace
Keep membership aligned with the people doing the review work.
Updated 2026-09-13 · CarrierTrail product workflow
Check the current team
An owner should compare the workspace membership list with the people who need access. Confirm the intended workspace before changing membership or inviting someone. Team access can expose private carrier notes and decisions, so a familiar email address alone is not a reason to grant access.
Handle account and team access separately
Removing a colleague’s workspace membership and reviewing your own active sign-ins address different questions. Use account security controls when you need to revoke your other sessions. Do not share a password as a substitute for an individual membership and its review trail.
Illustrative example
A dispatcher moves to another role while a replacement joins the desk. Review membership explicitly and let the replacement use an individual account. That keeps future actions attributable to the person performing them rather than a reused shared login.
Access review record
Workspace checked: __. Owner: __. Members still needing access: __. Membership changes made: __. Invitations awaiting acceptance: __. Next review trigger: __.
Worked review example
Illustrative scenario. A colleague changes roles and no longer needs routine carrier access. The team also discovers that two people thought the other owned billing and invitations. An access review should connect permissions with current responsibilities.
A practical review sequence
Inventory
Identify who has access and the role each person needs for current work. Check the workspace before making changes.
Review
Confirm who should own membership and billing responsibilities. Resolve unclear ownership before removing the only person responsible for an essential task.
Maintain
Apply the appropriate access changes and record the handoff of open reviews. Avoid leaving unresolved carrier tasks assigned to someone who no longer handles them.
What to put in the review record
Keep an internal record of the review date, membership changes, responsible owner and transferred tasks. Store that administrative record separately from public carrier research.
Before closing this review
Access cleanup is complete when the remaining team can continue its work with clear ownership. Removing a person without reassigning their open reviews can leave operational gaps even when permissions are correct.
How can an access review protect continuity as well as permissions?
Connect each membership change to the tasks the person owned. Check open carrier reviews, notification responsibility and administrative ownership before completing the handoff. The goal is that current team members have the access needed for their work and that departed or reassigned colleagues are not still the assumed owners of unresolved items. Keep administrative records separate from the public facts about carriers.
How often should the team revisit access?
Use the organization's own review process and revisit it when people or responsibilities change. The practical trigger is a change in who needs access or who is expected to act, not only a calendar reminder.
Use these steps alongside your organization’s verification process. CarrierTrail presents public records and saves team decisions; it does not certify carriers or insurance coverage.
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