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.
Full guide
Steps, screens, settings and limits.