Workspaces and roles
Switch workspaces, invite teammates, and understand owner, admin, editor, and viewer.
Your login is one person. A workspace is one company space. You can belong to more than one workspace.
Switch workspace
- Open the account menu (your avatar) in the top bar.
- Select the workspace name you need.
The app reloads that workspace. Lists then show only that workspace.
Roles
| Role | Business data | Organization settings | Team invites |
|---|---|---|---|
| Owner | Edit when the subscription is active | Yes | Yes |
| Admin | Edit when the subscription is active | Yes | Yes (cannot invite an owner) |
| Editor | Edit when the subscription is active | No | No |
| Viewer | Read only | No | No |
You cannot invite someone as owner. There is one owner per workspace.
Viewers are free on Pro and Pro+. Lite does not include extra people. See Plans.
Warning
Each teammate must use their own login. Shared passwords bypass seat limits and are not allowed.
Invite a teammate
Owners and admins invite people in Settings → Team.
- Open Settings → Team.
- Enter the email and choose admin, editor, or viewer.
- Create the invite.
- Send the invite link to that person.
The person opens the link, creates an account or signs in, and accepts the invite.
Employees vs seats
Employees is the HR roster. Every workspace member gets a linked employee row. You can also add employees who do not have a login, for salary and HR only.
Deal owner on companies, opportunities, quotations, invoices, and projects must be a seated teammate. See Employees.
Delete a workspace
Only the owner can delete a workspace. That flow is in Settings → Data. You type delete to confirm. You can restore the workspace for 30 days. See Data.