Company administration

Set up membership, Spaces, modules, billing, and credentials.

Set up your company workspace — Build the company structure, invite a pilot team, and verify their first workflow.
Invite a colleague and set up their working access — Move from invitation to verified access using a normal Member account.
Create and organize company Spaces — Establish the work areas your team will use.
Audit a person’s access and a resource’s audience — Use both the member view and Inventory to verify who can do what.
Understand enabled modules, limits, and billing — Distinguish a disabled capability from an access restriction or plan limit.
Manage credentials in Secrets Vault — Keep credentials in the supported credential-management workflow.
Change responsibilities or remove a company member — Coordinate handover, role changes, and access review when someone’s job changes.
Check your active workspace and rename it — Keep company identity separate from personal profile settings.

Company administration

Set up membership, Spaces, modules, billing, and credentials.

Set up your company workspace — Build the company structure, invite a pilot team, and verify their first workflow.
Invite a colleague and set up their working access — Move from invitation to verified access using a normal Member account.
Create and organize company Spaces — Establish the work areas your team will use.
Audit a person’s access and a resource’s audience — Use both the member view and Inventory to verify who can do what.
Understand enabled modules, limits, and billing — Distinguish a disabled capability from an access restriction or plan limit.
Manage credentials in Secrets Vault — Keep credentials in the supported credential-management workflow.
Change responsibilities or remove a company member — Coordinate handover, role changes, and access review when someone’s job changes.
Check your active workspace and rename it — Keep company identity separate from personal profile settings.