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6 guidesCompanies & Team
Create an additional company
Open Companies & Team from your account menu.
Read guide →Companies & TeamInvite a team member
Open Companies & Team.
Read guide →Companies & TeamSet custom team permissions
Open Companies & Team, choose a role template or Custom, then select permitted module actions such as view, create, edit, delete, approve, export or manage where available.
Read guide →Companies & TeamSwitch between companies
Use the company selector in the top header and choose the workspace you want to manage.
Read guide →Companies & TeamUnderstand team-seat limits
In Companies & Team or Subscription, review the team seats used and available for the selected company.
Read guide →Companies & TeamUpdate or revoke access
Open Companies & Team and locate the relevant team member.
Read guide →