Users and Workspaces

I walk through the Users and Workspaces tab to show how to control access for my team. I start by inviting members, creating new workspaces, and viewing each workspace’s permissions (read‑only, edit, admin) and associated personas. I demonstrate editing a user’s role, archiving accounts, and searching for an individual’s workspace memberships. Next, I create a workspace, assign users with mixed read‑only and edit rights, rename or delete it, and reorder the view by user to edit multiple accounts at once. I then build personas, select which tools they can use, and set custom rules—such as blocking drafting suggestions for a procurement persona. Finally, I cover manual and SCIM provisioning, bulk invites, and filtering options so I can keep the environment organized and secure.