FromAI to Business
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Module 1 · Lesson 3

Logins, Access and Approval Rules

About 14 min

What you'll be able to do

  • Set up agent access without sharing your main passwords
  • Apply least access: read before write, drafts before sends
  • Write an approval rule using the controls each 2026 agent offers
  • Know what to do when you want to cut an agent off

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