Choose the right collaboration model
A small team can share an inbox and lead source. A company workspace brings members, shared resources, and an internal assistant. A master account can manage additional user seats.
Make access specific to the work
Grant inbox access by platform and choose all or assigned chats. Set separate permissions for viewing, exporting, assigning, editing, or deleting a shared lead source.
Keep membership manageable
Invite sub-accounts, review pending and active seats, and manage company roles and statuses. People can collaborate with their own login while the workspace retains the intended ownership model.
How it comes together.
- 1Choose a workspace model
- 2Invite and assign roles
- 3Share only the relevant work
Setup & availability
Feature access and limits depend on your workspace configuration and subscription.
Detailed setup instructions