How it works

• Team invitation - Invite teammates as either Members (standard access) or Admins (full settings control) through the workspace menu.

• Record visibility - All records including People, Companies, Opportunities, and Products are visible to every workspace member by default.

• Email privacy - Synced emails remain private to the sender; only metadata (sender, time) is visible to teammates until sharing is enabled.

• Shared resources - Email templates, tasks, and notes are workspace-wide resources accessible to all members for collaboration.

• Admin privileges - Only admins can access Settings panel, manage users, configure integrations, and modify workspace structure.

• Multiple workspaces - Users can belong to multiple workspaces with independent permissions, switching via the top-left dropdown.

• Future enhancements - Per-record permissions and granular email sharing controls are planned for future releases.

Tips

• Regularly audit workspace members to ensure appropriate access levels 

• Use admin privileges sparingly to maintain workspace stability 

• Create separate workspaces for different teams or projects requiring isolation 

• Document permission policies for new team member onboarding

FAQ

Q: Can I hide specific records from certain team members? 

A: Not currently. All records are visible to all workspace members.

Q: How do I change someone from Member to Admin? 

A: Go to Settings > Users and update their role assignment.

Q: Are my synced emails visible to everyone? 

A: No, email content is private by default. Only you can see the full content.