Workspace settings

Team access

Members and permissions.

2Active members
1Administrators
0Invitation drafts

Members

MemberRoleReporting accessEditingStatusActions
Workspace ownerowner@example.com
AdministratorAll six sectionsCRM & shipmentsactive
Example reporting membermember@example.com
MemberCRM, OutreachReporting onlyactive

A simple permission structure

Reporting access

Choose the sections a member can view. Related data follows the same permissions.

CRM editing

Add and edit companies and contacts. Requires CRM reporting access.

Shipment updates

Enter tracking and shipment details. Requires Sales reporting access.