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Share a Password
Share a password with specific members or teams so they can use it without you handing over the credential directly. Things to Keep in Mind Only Owners and Managers can share a password or manage who has access to it. You can share with individual ...
Share Plan Link
Sharing a plan link allows you to make it available to customers—either for general bookings or to direct them to a specific member. How to Share a Plan Link Choose a Plan: From Catalogue, find the plan you want to share and click the Share icon. ...
What is Catalogue
Catalogue helps you discover all your workspace plans and makes it easy to share them with customers. Discover Plans View key details for each plan — including name, label, type, duration, visibility (Public or Private), price, whether it’s ...
Roles and Permissions in Drive
Drive uses role-based access to determine what each workspace member can do with files and folders. Roles in Drive Role What you can do Owner Full control — upload, edit, share, and delete. Can transfer ownership of files and folders owned by others. ...
What is Leads
Leads is where you can view and manage people who have dropped a query from your store. It helps you identify potential customers and take the next steps to engage with them and convert them into a deal. Things to Keep in Mind Owners and Managers ...