Governance, Ethics & Legal Practical insights
Review marketing agent access when roles change
Update marketing agent access after role changes by checking group membership, connected accounts, service credentials and scheduled tasks together.
A marketer moving to another team may lose access to a dashboard while an agent they configured keeps running. Role changes therefore need a connected-system review. Follow the authority behind the agent, including credentials, group membership and scheduled work, rather than checking the visible application alone.
Inventory the identities involved
List the employee account, delegated connector accounts, shared workspaces and service identities used by the workflow. Identify what each can read or change. A research task may need document access but no CRM write permission. Keep ownership explicit so an agent is not left attached to an account nobody actively manages.
Apply the new role deliberately
Anthropic’s Cowork announcement describes role-based access controls for Enterprise and organization-wide controls over connector actions. [1] Where such controls are available, use them alongside the permissions in connected systems. Disabling a capability in one application should not be assumed to revoke every credential or scheduled action elsewhere.
Transfer useful work safely
Decide which workflows should stop and which should move to another accountable owner. Review stored files, persistent context, approval queues and unpublished campaign drafts. Remove access to the previous client or business unit while preserving records under the organization’s retention policy. Avoid solving the handover by sharing the departing employee’s login.
Verify the result
Run a permission check using test records: the changed role should fail to access former resources and succeed only on those still needed. Confirm that scheduled tasks and connector calls behave as intended. Record who reviewed the change and when. Repeat this process for leavers, contractors and temporary access expiry. The goal is a living ownership model in which each agent’s authority follows a legitimate current responsibility.
Sources and evidence
Sources checked on 4 October 2026. Proposed workflows and hypothetical examples are editorial analysis.
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