Getting Started
Invite Your Team
Add team members and assign roles to your workspace.
Inviting Members
- Go to Settings → Team Members
- Click Invite Member
- Enter their email address and select a role
- They'll receive an email invitation to join your workspace
Roles
| Role | Permissions |
|---|---|
| Owner | Full access, billing, workspace settings, can delete workspace |
| Admin | Manage members, configure modules, access all data |
| Member | Access assigned modules, create and edit records |
| Viewer | Read-only access to assigned modules |
Teams
Organize members into teams for better collaboration:
- Go to Teams in the sidebar
- Create a team (e.g., "Sales", "Engineering", "Support")
- Add members to the team
- Teams can be used for assignment, filtering, and access control across modules