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Plain-English guides for getting set up, quoting work and running your business.
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3 guides
Team
Choose what each teammate can do
The team leader controls access to shared services, quotes, invoices and scheduling.
Read guide →TeamInvite teammates and manage seats
A Team subscription buys capacity; invitations give named people access to the workspace.
Read guide →TeamSwitch businesses or remove team access
Membership belongs to each workspace, even when one person uses the same sign-in in several businesses.
Read guide →