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5 docs tagged with "team"

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Managing Members

Add, invite, and manage the humans in your workspace — team and customers alike.

Member Relationships

Record family, legal, and care roles between members. Chart access follows legal authority, not kinship.

Members

Manage members, roles, agents, and operator groups from the Members section.

Organizations

Find organization workspaces, members, invitations, billing, domains, phone numbers, compliance, and webhooks.

Roles & Permissions

How member roles and permission scopes control access to workspace features and data.