Team Management
Organize team members, assign access levels, and facilitate efficient collaboration through structured management tools.
Scalable Team Member Integration
Add unlimited team members to your workspace—from temporary collaborators to full-time staff. Easily manage accounts by adjusting roles, permissions, or resource allocations as your team evolves, maintaining flexibility whether starting small or scaling rapidly.
- Unlimited team member additions
- Role-based account configuration
- Adjustable resource allocations
- Growth-ready team structure
Customizable Role Permissions
Assign appropriate access levels by selecting from predefined roles or creating custom permission sets. Update privileges instantly as responsibilities change, ensuring team members always have appropriate system access for their current tasks.
- Predefined role templates
- Custom permission configurations
- Instant permission updates
- Task-appropriate access levels
Temporary Account Access
Authorized users can temporarily access other team accounts to make adjustments, test configurations, or provide assistance—eliminating password sharing while facilitating efficient collaboration and support.
- Secure account switching
- Direct teammate assistance
- Configuration testing capability
- Collaboration without credential sharing
User-Specific Notes
Enable personalized notes at the account level for task reminders, project details, or private annotations. These notes remain visible only to the account owner, enhancing individual productivity without team-wide visibility.
- Account-specific note creation
- Private task and reminder tracking
- Project context annotations
- Owner-exclusive visibility
Role-Specific Dashboard Customization
Empower team members to personalize their dashboards with widgets relevant to their responsibilities. Arrange sales metrics, calendar events, or task lists to create focused work environments tailored to individual workflows and priorities.
- Role-relevant widget selection
- Custom dashboard arrangements
- Key metric highlighting
- Personalized productivity environments
