Workspace & team
Manage your workspace
Keep each business and its team in the right place.
Use the workspace selector in the sidebar before adding or changing records. Customers, invoices, payments and connected mailboxes belong to the selected workspace.
Business settings
Open Workspace & team → Workspace to review business details, currency, timezone and email defaults. Choose the correct timezone before creating follow-up sequences. Email defaults include the design and business signature used for new messages.
Roles and access
- Owner: full workspace control.
- Admin: manages business operations and staff within their permissions.
- Accountant: works with customers, invoices and payments.
- Collection Agent: works with assigned customers and follow-ups.
- Viewer: reads records without changing them.
Your role can differ between workspaces. Exact actions depend on granted permissions. Ask an administrator if a record or action is missing.