Team & workspace roles
Working as an organisation: roles, invitations, and shared reports.
- What Admin, Billing and Member can each doThe three roles in a findproperly workspace, and what each one can see and do.
- Inviting colleagues to your workspaceHow to invite a colleague, what it costs, and when a seat actually gets counted.
- Accepting a workspace invitationWhat accepting a colleague's invitation actually does to your account, and what each dead-link message means.
- How a low-balance warning reaches your teamWho gets told when your workspace is running low on reports, and why an agent with a client never sees it.
- Nominating who takes over your workspaceHow to record who your firm wants to take over the workspace, and what happens if that person leaves.
- Setting your workspace's name and logoHow to set the name and logo everyone in your workspace sees, and the file limits that apply.