Roles
Every workspace uses three roles.
Exactly one per workspace. Full access to everything, and the only role that can delete anything, anywhere.
Can always read every module, and can create or edit only in the modules the owner has granted.
No access to a module at all until it's granted; a grant unlocks read and write, never delete.
Module access grants
The owner unlocks the six gated modules per person — booking forms, custom forms, contacts, calendar, invoices and products — so everyone sees only what's theirs to handle.
Tasks and Discussions are not module-gated. They use assignment and channel membership for visibility, so they work across the whole team without a grant.
Invitations
- 1Send an in-app invitation by email address — no email is actually sent.
- 2The invitee sees it on their own dashboard and accepts or declines there.
- 3Once accepted, assign their role and grant the modules they need.
Tasks
Create tasks and track them from to-do to done.
Assign a task to one person or several.
Set exactly when a task is due.
Flag what matters most.
Categorise tasks your own way.
Carry status and context so no one has to interrupt to ask.
Move a task through its lifecycle to done.
Discussion channels
Owner-managed group-chat channels keep conversations in context, with real-time text messages delivered instantly.
- The owner creates and manages channels.
- Messages arrive in real time.
- Unread counts surface what you've missed across channels and on the KPIs.
Team dashboard
A team dashboard surfaces KPIs, overdue-task alerts and unread message counts, so everyone stays aligned on what matters today.