Team

The Team feature allows projects to effectively organize members within their MetaCRM workspace. This feature offers flexibility in managing your team, ensuring that all members have the appropriate permissions to work on various tasks.

Members

Projects can invite team members to join the workspace with ease. Once an invitation is sent, the status of the invitation can be monitored, allowing admins to check whether members have accepted and joined the workspace.

Organization

Roles Setting

• Creating Roles Click "Create" to define a new role. You can customize the role by selecting specific permissions for different areas of the workspace. Once created, roles can be assigned to individual members.

• Managing Permissions Permissions are crucial to maintaining a secure workspace. Review the permissions assigned to each role periodically to ensure that the right members have access to the appropriate features. You can always modify or remove permissions as team needs evolve.

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