Invite your team

On a team workspace, invite members from settings with a role that matches what they should access.

Tips

• Start with owners/admins for setup, then invite collaborators
• Use a shared workspace for client work; keep personal CRM items in your personal account when that split helps
• Permissions follow workspace roles — RLS enforces access on the server

Detailed roles and permissions are expanding; if something looks wrong after an invite, have the member sign out and back in, then contact support.