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Working as a team

Workspaces keep data apart; roles decide who can do what.

Use a personal workspace on your own, or a team workspace with colleagues. Each workspace has its own customers, knowledge and mailboxes.

Roles control access: owners and admins manage settings and members; sales and support work with customers; read-only members can look but not change.

Sensitive actions, such as exports and deletions, are recorded in the audit log.