Workspaces & team

A workspace is a container for everything: contacts, companies, projects, tasks, members, and settings. Most companies use a single workspace; agencies and holding groups may run several.

Roles

• Owner — full control, including billing and deleting the workspace.
• Admin — manage members, settings, integrations, and data.
• Member — work with data day-to-day; can't change billing or destructive settings.

Inviting members

From Settings → Members, click Invite, enter an email, and pick a role. Invitees receive a branded email with a one-click join link.

Switching workspaces

If you belong to multiple workspaces, use the switcher in the top-left of the sidebar to jump between them.

Leaving or removing members

Admins can remove members from Settings → Members. The user keeps their personal account but loses access to that workspace's data immediately.