One space per office.Each with its files, team and name.
A space is an office, a department or a team in your organization, with its own contacts, documents and requests, and its own branding for your clients. Each person gets a role in the spaces you choose, or across the whole organization.
Switch spaces. You see that office’s contacts.
Contacts
21 contacts
- Camille Nguyencamille.nguyen@example.com
- Jonas Lefebvrejonas.lefebvre@example.com
- Sofia Bernardsofia.bernard@example.com
Léa has an organization role: every space. Sophie, the spaces you choose.
Users
All users in your organization
Spaces updated
In each space
- BrandingA public name, a logo, an email and a phone number of the space’s own, seen by your clients on the portal.
- Invite a memberOne or more emails, a scope (the organization or specific spaces) and a role: the invitation goes out by email.
- Organization templatesYour templates serve every space; duplicate one for a local variant.
- Activity logThe actions of the whole organization, or those of one space.
Frequently asked questions
All questionsWho sees what?
Each space is partitioned: its contacts, documents, requests, tags and branding are its own. A member invited into one space sees nothing of the others. A member with the Organization scope sees every space, current and future.
How do I give someone access to a space?
From the Users page: an email, a role and the scope (specific spaces or the whole organization), and the invitation goes out. Several people can have access to the same space, each with their own role, and someone who is already a member joins another space with no new invitation.
What does each role allow?
Owner: everything, and only the owner transfers ownership. Administrator: members and settings. Editor: day-to-day contacts, documents and requests. Viewer: read only.