HelpSharing & teams

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 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.

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