Workspaces
Personal and company workspaces, members, and roles.
What is a workspace?
The container for your credits, lookups, and risk bands.
Creating a workspace
Set up a personal or company workspace.
Switching workspaces
Move between your workspaces with the workspace switcher.
Managing members
Invite, update roles, suspend, and remove members of a company workspace.
Member roles
The three independent role toggles: User, Admin, and Finance.
Suspending and removing members
The difference between suspending and removing a member.