Sales
Customer follow-up and sales
TCTaylor ChenSPSam Parker
2 members · 4 services with group access
Groups in your workspace
Put people with similar responsibilities in a group and manage their access together.
Everyone is a shared baseline
It applies automatically to every member. Create groups for additional access, then use personal exceptions where needed.
Finance
Invoices and finance follow-up
JRJamie Reed
1 member · 3 services with group access
IT
Technical administration
ADAlex Demo
1 member · 23 services with group access
A person can belong to several groups. Removing someone from a group does not remove them from the workspace.