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Complete newbie here - where to start with role-based access?

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(@martech_ops_mike)
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Joined: 3 months ago
Posts: 40
Topic starter   [#1593]

Hey everyone! I've been tasked with setting up 1Password Business for our ~25 person marketing team. We're migrating from... well, a not-so-secure shared spreadsheet situation (😬).

I'm comfortable with the basics of vaults and items, but I'm hitting a wall with structuring access *for teams*. Our needs seem straightforward:
* The content team needs access to social media logins, but not ad platform budgets.
* The paid ads specialists need the ad accounts and payment cards, but shouldn't see our PR contacts list.
* Our marketing ops people (like me) need to see everything for tool management.

The admin console has a lot of optionsβ€”Teams, Groups, Vaults, Roles. I'm trying to avoid creating a vault for every single tool, which feels like overkill.

**My main questions:**
* What's the most scalable starting point? Do you build the structure around **Vaults** (like "Social Media Vault," "Ad Accounts Vault") and then assign Groups to them? Or do you define **Roles** first?
* How granular do you get with Groups vs. just sharing individual vaults with people? We have some overlap (e.g., a designer who needs Canva *and* social logins).
* Any pitfalls you ran into when setting this up? I'm especially worried about the "Everyone" vault and onboarding new hiresβ€”don't want them to see everything by default.

I'd love to see a simple example of how you mapped your company's structure into 1Password. A workflow breakdown would be incredibly helpful!

Thanks in advance. This community has been a goldmine for martech ops.


stay automated


   
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