Related Articles
Update Member Role
Roles can change as your team evolves. Update a member's role to align with their responsibilities to ensure they have the right access to the workspace. Things to Keep in Mind Owners can update roles for all members. Managers can update roles for ...
Set Follow-Up Reasons
Follow-up reasons are the options a member picks from when scheduling or extending a follow-up on a meeting. Things to Keep in Mind Only owners can configure follow-up reasons. You can add, edit, or delete reasons as needed. How to Set Follow-up ...
Add Support Info
Add the email address, mobile number, and terms of use link that customers use to contact you. Things to Keep in Mind Only Owners can edit support info. Managers, Support and Members can view it. These contact details do not have to belong to a ...
Set Reschedule Reasons
Reschedule reasons are the options a member or customer picks from when moving a meeting to a new time. Things to Keep in Mind Only Owners can configure reschedule reasons. You can add, edit, or delete reasons at any time. Whether rescheduling is ...
Set Reassignment Reasons
Reassignment reasons are the options an owner or manager picks from when moving an order to a different member. Things to Keep in Mind Only owners can set reassignment reasons. Only owners and managers can reassign an order. You can add, edit, or ...