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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 Up Profile
Add basic details, like your name, photo, skills, location, and more to complete your profile. This helps your team know who you are. You can add and edit your: Name Title Profile Picture Location Bio Expertise Languages Things to Keep in Mind Add ...
Add Workspace Bio
Provide a brief bio and website link for your workspace to help others understand more about your business and the services you offer. Things to Keep in Mind Only Owners can edit these details. Managers, Support, and Members can view this ...
Add Business Info
Update the name customers see on your storefront, along with your business details to ensure smooth operations. Things to Keep in Mind Only Owners can update this information. Managers, Support and Members can view it. Your legal business name must ...
Create and Manage Teams
Teams let you organise members into groups, simplifying workflows when connecting them to plans. Things to Keep in Mind Adding Members: Members can be added or removed from teams anytime. Assigning to Rosters: Teams are added to rosters to connect ...