The right people.The right workspace.
Manage user access to your tenant workspace using the roles available in the platform. Review access against the responsibilities in your team.
See the detail in context ↓A clear handover.
Alex has spoken to the customer. The service, access discussion and next action belong with the shared record.
Buyer arranging access with the agent. Confirm the appointment after access is agreed.
Context that travels with the workFictional business and sample data. Explore the idea here; configure your business in your workspace.
Here’s where it
makes a difference.
Someone handling enquiries needs an appropriate place to work with customer context. Review that role explicitly instead of sharing one account across the business.
Users & roles,
with a clear next step.
Identify who needs access and what work they are responsible for.
Manage user accounts and available role settings from tenant admin.
Review access as the team changes and verify the workflows each role needs.
The detail that matters.
Role availability should be checked against your requirements during the initial conversation. Do not assume a custom permission model is included.
More room for the
business you want to build.
Bring your services, your questions and your ambitions. We’ll bring the platform.