Sharing & teams
Eight focused answers about sharing & teams, with links to the full guides.
Eight focused answers about sharing & teams, with links to the full guides.
How do I invite a teammate?
On web or desktop, open People → Members → Invite people. Enter one or several email addresses and select organization and workspace roles separately. Track the invitation in the pending list. Managing members requires access-management permission.
What should I do with an expired invitation?
Find the pending invitation under People → Members and resend it. The new link replaces the old one. Withdrawing an invitation invalidates its link; withdrawing an unaccepted invitation differs from removing an existing member.
Why are organization and workspace roles separate?
The organization role governs company membership; the workspace role governs product access in that area. Settings → Organization → Roles & permissions selects who may read, change or manage modules. Editing a role affects everyone who holds it.
Can I give one person extra access?
Use Give this person access in the member’s access details for an individual exception. You need not expand the whole role. Removing the exception leaves role-derived access in place; inspect both sources in access details.
Does suspending a member delete records?
No. Suspension blocks sign-in without deleting business records. Organization removal ends access to every workspace while preserving history. Use Hand their work to when offered to transfer remaining work to an eligible member; check the recipient first.
Do two workspaces share customer records?
Workspaces are separate membership and data areas; records do not automatically cross between them. Check the organization/workspace selector. Settings → Organization → Workspaces manages them; adding a member in one does not automatically grant access elsewhere.
What changes when I share a subscription?
Under Settings → AI → My subscriptions, check Only me / Team / Everyone in the workspace and enabled work types. Sharing enables eligible source use; it does not grant business-record permissions. Connection readiness and computer eligibility remain separate requirements.
Can I grant report access while hiding money?
Select the person and report under Settings → Reports → Report access. Supported reports offer Hidden measures for money or other people’s numbers, plus all/own/own-and-direct-reports row scopes. A report grant does not grant Finance write access.