Manage

Accounts, contacts and the people who use your workspace.

How to

Users
Create or invite a userInvite users by email or create them directly, then assign user groups and access permissions.How-toExpire or delete usersEnd someone's access by expiring or deleting their user, and reactivate expired users.How-toManage access requestsLet people request access from the login screen, then approve or reject their requests.How-to

Reference

Records
Understanding Digital RecordsDigital Records form the foundation of the platform, supporting the management, sharing, and discovery of digital assets.Reference
Accounts
About Account RecordsManage business relationships by storing contact details, tracking interactions, and linking accounts.Reference
Contacts
About Contact RecordsManage individuals associated with accounts, including customers, prospects, and partners with user provisioning.Reference

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